Proposed Provision: F9. Apply a separate 12.4 percent tax on investment income as defined in the Affordable Care Act (ACA), with unindexed thresholds as in the ACA ($200,000 single filer, $250,000 for married filing joint), starting in 2025. Proceeds go to the OASDI Trust Funds.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Current Law |
Provision |
| 2023 | 204 | 204 |
| 2024 | 187 | 187 |
| 2025 | 168 | 168 |
| 2026 | 149 | 156 |
| 2027 | 131 | 144 |
| 2028 | 114 | 133 |
| 2029 | 96 | 121 |
| 2030 | 78 | 110 |
| 2031 | 60 | 98 |
| 2032 | 43 | 87 |
| 2033 | 25 | 75 |
| 2034 | 7 | 63 |
| 2035 | -12 | 51 |
| 2036 | -31 | 39 |
| 2037 | -51 | 27 |
| 2038 | -70 | 15 |
| 2039 | -91 | 2 |
| 2040 | -112 | -11 |
| 2041 | -133 | -25 |
| 2042 | -154 | -38 |
| 2043 | -176 | -51 |
| 2044 | -198 | -65 |
| 2045 | -220 | -79 |
| 2046 | -243 | -92 |
| 2047 | -265 | -106 |
| 2048 | -288 | -120 |
| 2049 | -311 | -134 |
| 2050 | -333 | -149 |
| 2051 | -357 | -163 |
| 2052 | -380 | -177 |
| 2053 | -403 | -192 |
| 2054 | -427 | -207 |
| 2055 | -450 | -221 |
| 2056 | -474 | -236 |
| 2057 | -498 | -252 |
| 2058 | -522 | -267 |
| 2059 | -547 | -283 |
| 2060 | -572 | -300 |
| 2061 | -597 | -316 |
| 2062 | -623 | -334 |
| 2063 | -650 | -351 |
| 2064 | -677 | -369 |
| 2065 | -705 | -388 |
| 2066 | -733 | -406 |
| 2067 | -762 | -425 |
| 2068 | -791 | -445 |
| 2069 | -820 | -465 |
| 2070 | -850 | -485 |
| 2071 | -880 | -505 |
| 2072 | -911 | -526 |
| 2073 | -942 | -547 |
| 2074 | -974 | -569 |
| 2075 | -1006 | -590 |
| 2076 | -1039 | -613 |
| 2077 | -1074 | -636 |
| 2078 | -1108 | -660 |
| 2079 | -1144 | -684 |
| 2080 | -1181 | -709 |
| 2081 | -1218 | -733 |
| 2082 | -1256 | -759 |
| 2083 | -1294 | -784 |
| 2084 | -1333 | -810 |
| 2085 | -1373 | -836 |
| 2086 | -1413 | -862 |
| 2087 | -1453 | -888 |
| 2088 | -1494 | -915 |
| 2089 | -1534 | -940 |
| 2090 | -1574 | -966 |
| 2091 | -1613 | -991 |
| 2092 | -1651 | -1016 |
| 2093 | -1689 | -1039 |
| 2094 | -1726 | -1063 |
| 2095 | -1762 | -1086 |
| 2096 | -1798 | -1108 |
| 2097 | -1833 | -1131 |
| 2098 | -1868 | -1153 |
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