Proposed Provision: H4. Increase the threshold for taxation of OASDI benefits to $50,000 for single filers and $100,000 for joint filers starting in 2018. Taxation of benefits revenues transferred to the Hospital Insurance (HI) Trust Fund would be the same as if the current-law computation applied.
OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)
| Year |
Present Law |
Provision |
| 2016 | 303 | 303 |
| 2017 | 293 | 293 |
| 2018 | 277 | 277 |
| 2019 | 262 | 260 |
| 2020 | 246 | 243 |
| 2021 | 231 | 226 |
| 2022 | 216 | 209 |
| 2023 | 200 | 191 |
| 2024 | 183 | 173 |
| 2025 | 165 | 154 |
| 2026 | 149 | 136 |
| 2027 | 132 | 118 |
| 2028 | 115 | 100 |
| 2029 | 98 | 81 |
| 2030 | 81 | 63 |
| 2031 | 64 | 44 |
| 2032 | 46 | 25 |
| 2033 | 27 | 5 |
| 2034 | 8 | -15 |
| 2035 | -11 | -36 |
| 2036 | -30 | -57 |
| 2037 | -50 | -78 |
| 2038 | -71 | -100 |
| 2039 | -91 | -122 |
| 2040 | -112 | -144 |
| 2041 | -133 | -166 |
| 2042 | -154 | -189 |
| 2043 | -176 | -211 |
| 2044 | -197 | -234 |
| 2045 | -218 | -256 |
| 2046 | -240 | -279 |
| 2047 | -262 | -301 |
| 2048 | -283 | -324 |
| 2049 | -305 | -347 |
| 2050 | -327 | -370 |
| 2051 | -349 | -393 |
| 2052 | -371 | -416 |
| 2053 | -393 | -439 |
| 2054 | -415 | -461 |
| 2055 | -437 | -485 |
| 2056 | -460 | -508 |
| 2057 | -482 | -531 |
| 2058 | -506 | -555 |
| 2059 | -529 | -579 |
| 2060 | -553 | -604 |
| 2061 | -578 | -629 |
| 2062 | -603 | -655 |
| 2063 | -628 | -681 |
| 2064 | -654 | -707 |
| 2065 | -680 | -734 |
| 2066 | -706 | -761 |
| 2067 | -733 | -789 |
| 2068 | -760 | -817 |
| 2069 | -788 | -845 |
| 2070 | -816 | -874 |
| 2071 | -845 | -903 |
| 2072 | -874 | -933 |
| 2073 | -905 | -964 |
| 2074 | -935 | -995 |
| 2075 | -967 | -1028 |
| 2076 | -1000 | -1061 |
| 2077 | -1033 | -1096 |
| 2078 | -1068 | -1131 |
| 2079 | -1102 | -1166 |
| 2080 | -1138 | -1202 |
| 2081 | -1173 | -1238 |
| 2082 | -1208 | -1274 |
| 2083 | -1243 | -1310 |
| 2084 | -1279 | -1346 |
| 2085 | -1314 | -1382 |
| 2086 | -1349 | -1418 |
| 2087 | -1384 | -1454 |
| 2088 | -1419 | -1490 |
| 2089 | -1455 | -1526 |
| 2090 | -1491 | -1563 |
| 2091 | -1528 | -1600 |
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