Proposed Provision: F6. Apply a 6.2 percent tax on investment income as defined in the Affordable Care Act (ACA), with unindexed thresholds as in the ACA ($200,000 for single filer, $250,000 for married filing jointly), starting in 2021. Proceeds go to the OASI and DI Trust Funds.

OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)

Year Current Law Provision
2019273273
2020260260
2021245245
2022229234
2023213223
2024197211
2025180199
2026163187
2027147174
2028130162
2029114150
203097138
203180125
203263113
203346100
20342888
20351075
2036-962
2037-2848
2038-4734
2039-6720
2040-876
2041-108-8
2042-129-23
2043-150-37
2044-171-52
2045-192-66
2046-213-80
2047-234-94
2048-255-108
2049-276-122
2050-297-136
2051-318-150
2052-338-163
2053-359-177
2054-380-191
2055-401-205
2056-422-218
2057-444-232
2058-465-247
2059-487-261
2060-509-276
2061-531-291
2062-554-306
2063-577-322
2064-601-338
2065-625-354
2066-649-371
2067-674-387
2068-699-405
2069-724-422
2070-749-440
2071-776-458
2072-802-477
2073-830-496
2074-857-515
2075-885-535
2076-914-556
2077-944-577
2078-975-598
2079-1007-620
2080-1039-643
2081-1072-666
2082-1106-689
2083-1139-712
2084-1173-735
2085-1207-759
2086-1242-782
2087-1275-806
2088-1309-829
2089-1342-851
2090-1375-874
2091-1407-896
2092-1439-918
2093-1471-940
2094-1503-963
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