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 2022. Proceeds go to the OASI and DI Trust Funds.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Current Law |
Provision |
| 2020 | 261 | 261 |
| 2021 | 248 | 248 |
| 2022 | 233 | 233 |
| 2023 | 217 | 222 |
| 2024 | 200 | 210 |
| 2025 | 183 | 197 |
| 2026 | 165 | 184 |
| 2027 | 148 | 171 |
| 2028 | 130 | 157 |
| 2029 | 112 | 143 |
| 2030 | 94 | 130 |
| 2031 | 76 | 116 |
| 2032 | 58 | 102 |
| 2033 | 39 | 88 |
| 2034 | 20 | 74 |
| 2035 | 1 | 60 |
| 2036 | -19 | 46 |
| 2037 | -38 | 31 |
| 2038 | -59 | 17 |
| 2039 | -80 | 1 |
| 2040 | -101 | -14 |
| 2041 | -122 | -29 |
| 2042 | -144 | -45 |
| 2043 | -166 | -61 |
| 2044 | -188 | -76 |
| 2045 | -210 | -92 |
| 2046 | -232 | -108 |
| 2047 | -255 | -123 |
| 2048 | -277 | -139 |
| 2049 | -299 | -155 |
| 2050 | -322 | -170 |
| 2051 | -344 | -186 |
| 2052 | -367 | -202 |
| 2053 | -389 | -217 |
| 2054 | -412 | -233 |
| 2055 | -434 | -249 |
| 2056 | -457 | -265 |
| 2057 | -480 | -281 |
| 2058 | -504 | -297 |
| 2059 | -527 | -314 |
| 2060 | -551 | -330 |
| 2061 | -575 | -347 |
| 2062 | -599 | -365 |
| 2063 | -624 | -382 |
| 2064 | -650 | -401 |
| 2065 | -676 | -419 |
| 2066 | -702 | -438 |
| 2067 | -728 | -457 |
| 2068 | -755 | -476 |
| 2069 | -782 | -496 |
| 2070 | -809 | -516 |
| 2071 | -837 | -536 |
| 2072 | -866 | -557 |
| 2073 | -895 | -579 |
| 2074 | -925 | -600 |
| 2075 | -955 | -623 |
| 2076 | -986 | -645 |
| 2077 | -1018 | -669 |
| 2078 | -1051 | -693 |
| 2079 | -1084 | -717 |
| 2080 | -1119 | -742 |
| 2081 | -1154 | -768 |
| 2082 | -1190 | -794 |
| 2083 | -1226 | -820 |
| 2084 | -1263 | -847 |
| 2085 | -1300 | -873 |
| 2086 | -1337 | -900 |
| 2087 | -1374 | -927 |
| 2088 | -1411 | -953 |
| 2089 | -1448 | -979 |
| 2090 | -1484 | -1005 |
| 2091 | -1520 | -1030 |
| 2092 | -1554 | -1055 |
| 2093 | -1589 | -1080 |
| 2094 | -1623 | -1104 |
| 2095 | -1657 | -1128 |
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