HR609-119

In Committee

Assuring Medicare’s Promise Act of 2025

119th Congress Introduced Jan 22, 2025

Summary

What This Bill Does

The Assuring Medicare's Promise Act of 2025 changes how the net investment income tax supports Medicare and broadens the income base for high-income taxpayers. Section 2 directs receipts from the Internal Revenue Code section 1411 net investment income tax into the Federal Hospital Insurance Trust Fund for taxable years beginning after December 31, 2025. Section 3 expands the tax for certain high-income individuals by adding specified trade or business income, with thresholds of $400,000 for most taxpayers, $500,000 for joint returns and surviving spouses, and half the otherwise applicable threshold for married individuals filing separately. The bill includes a phase-in formula over a $100,000 range, excludes income already subject to Medicare payroll or self-employment taxes, covers certain foreign-employer wages, and directs Treasury to issue regulations for implementation.

Who Benefits and How

The Medicare Hospital Insurance Trust Fund benefits because net investment income tax receipts are deposited into the trust fund. Medicare beneficiaries benefit indirectly if the trust fund receives a dedicated revenue stream tied to high-income investment and business income. Workers paying Medicare payroll taxes benefit from a financing rule that applies comparable Medicare financing to high-income investment and business income. Treasury tax administrators benefit from explicit statutory thresholds, exclusions, and regulatory authority for the expanded tax base.

Who Bears the Burden and How

High-income taxpayers with specified trade or business income may owe additional section 1411 tax. High-income pass-through business owners must evaluate the new threshold, phase-in, and exclusion rules. Treasury and IRS staff must issue regulations, update forms, and administer deposits into the Hospital Insurance Trust Fund. Tax advisers and return preparers must apply the new income calculations, foreign-employer wage rules, and Medicare-tax exclusions.

Key Provisions

  • Directs net investment income tax receipts to the Medicare Hospital Insurance Trust Fund after 2025.
  • Expands section 1411 tax coverage to specified trade or business income for high-income individuals.
  • Sets thresholds at $400,000 generally, $500,000 for joint filers and surviving spouses, and half-thresholds for married separate filers.
  • Excludes income already subject to Medicare payroll or self-employment taxes.
  • Requires Treasury regulations for applying the expanded net investment income tax rules.

Evidence Chain:

This summary is generated from the full bill text using AI analysis. Expand "Detailed Analysis" below for identified beneficiaries/burden bearers with clause-level evidence links.

At a Glance

What This Bill Does

Dedicates net investment income tax receipts to the Medicare Hospital Insurance Trust Fund and expands the tax to certain high-income trade or business income beginning after 2025, with thresholds of $400,000 for most taxpayers and $500,000 for joint filers or surviving spouses.

Key Policy Areas

Medicare, Tax, Hospital Insurance Trust Fund

Primary Purpose

Dedicates net investment income tax receipts to the Medicare Hospital Insurance Trust Fund and expands the tax to certain high-income trade or business income beginning after 2025, with thresholds of $400,000 for most taxpayers and $500,000 for joint filers or surviving spouses.

Policy Domains

Medicare Tax Hospital Insurance Trust Fund

Substantive provisions

Identified Gains
  • Medicare Hospital Insurance Trust Fund
  • Medicare beneficiaries
  • Workers paying Medicare payroll taxes
  • Treasury tax administrators
Model: codex-gpt-5 | Version: bill_summary_v2 | Source: ih
Medicare beneficiaries: ,
Treasury tax administrators: ,
Workers paying Medicare payroll taxes: ,
Medicare Hospital Insurance Trust Fund: ,
Identified Costs
  • High-income taxpayers with trade or business income
  • High-income pass-through business owners
  • Treasury and IRS staff
  • Tax advisers
Model: codex-gpt-5 | Version: bill_summary_v2 | Source: ih
Tax advisers: ,
Treasury and IRS staff: ,
High-income pass-through business owners: ,
High-income taxpayers with trade or business income: ,

Legislative Progress

In Committee
Introduced Committee Passed
Jan 22, 2025

Mr. Doggett (for himself, Ms. Adams, Ms. Barragán, Mr. Boyle …

Jan 22, 2025

Referred to the House Committee on Ways and Means.

Jan 22, 2025

Introduced in House

Stakeholder Effects

cui bono?

How this legislation distributes effects. Mention counts reflect frequency, not effect magnitude.

Government
5 mentions across 2 clauses
+2 positive -3 negative

IRS revenue accounting staff, Medicare Hospital Insurance Trust Fund, Treasury regulation writers

Positive-direction: Medicare Hospital Insurance Trust Fund

Negative-direction: IRS revenue accounting staff, Treasury regulation writers, Treasury tax administrators

Financial Services
2 mentions across 1 clause
-2 negative

High-income pass-through business owners, Tax advisers for high-income taxpayers

General Public
1 mention across 1 clause
+1 positive

Medicare beneficiaries

Taxpayers
1 mention across 1 clause
-1 negative

Section 1411 high-income taxpayers

2/3
sections analyzed
Full impact breakdown

Bill Structure & Actor Mappings

Who is "The Secretary" in each section?

Domains
Medicare Tax Hospital Insurance Trust Fund

We use a combination of our own taxonomy and classification in addition to large language models to assess meaning and potential beneficiaries. High confidence means strong textual evidence. Always verify with the original bill text.

Learn more about our methodology