applicable amount
Defined in 5 places across 3 titles of the United States Code.
For purposes of subsection (j), subject to paragraph (2), the term “applicable amount” means for an area—
(A) for 2007—
(i) if such year is not specified under subsection (c)(1)(D)(ii), an amount equal to the amount specified in subsection (c)(1)(C) for the area for 2006—
(I) first adjusted by the rescaling factor for 2006 for the area (as made available by the Secretary in the announcement of the rates on April 4, 2005, under subsection (b)(1), but excluding any national adjustment factors for coding intensity and risk adjustment budget neutrality that were included in such factor); and
(II) then increased by the national per capita MA growth percentage, described in subsection (c)(6) for 2007, but not taking into account any adjustment under subparagraph (C) of such subsection for a year before 2004;
(ii) if such year is specified under subsection (c)(1)(D)(ii), an amount equal to the greater of—
(I) the amount determined under clause (i) for the area for the year; or
(II) the amount specified in subsection (c)(1)(D) for the area for the year; and
(B) for a subsequent year—
(i) if such year is not specified under subsection (c)(1)(D)(ii), an amount equal to the amount determined under this paragraph for the area for the previous year (determined without regard to paragraph (2)), increased by the national per capita MA growth percentage, described in subsection (c)(6) for that succeeding year, but not taking into account any adjustment under subparagraph (C) of such subsection for a year before 2004; and
(ii) if such year is specified under subsection (c)(1)(D)(ii), an amount equal to the greater of—
(I) the amount determined under clause (i) for the area for the year; or
(II) the amount specified in subsection (c)(1)(D) for the area for the year.
Source
- 2006–200842 U.S.C. § 1395WThe Public Health and Welfare · Payments to Medicare+Choice organizations · under this section
For purposes of subsection (j), subject to paragraphs (2), (4), and (5), the term “applicable amount” means for an area—
(A) for 2007—
(i) if such year is not specified under subsection (c)(1)(D)(ii), an amount equal to the amount specified in subsection (c)(1)(C) for the area for 2006—
(I) first adjusted by the rescaling factor for 2006 for the area (as made available by the Secretary in the announcement of the rates on April 4, 2005, under subsection (b)(1), but excluding any national adjustment factors for coding intensity and risk adjustment budget neutrality that were included in such factor); and
(II) then increased by the national per capita MA growth percentage, described in subsection (c)(6) for 2007, but not taking into account any adjustment under subparagraph (C) of such subsection for a year before 2004;
(ii) if such year is specified under subsection (c)(1)(D)(ii), an amount equal to the greater of—
(I) the amount determined under clause (i) for the area for the year; or
(II) the amount specified in subsection (c)(1)(D) for the area for the year; and
(B) for a subsequent year—
(i) if such year is not specified under subsection (c)(1)(D)(ii), an amount equal to the amount determined under this paragraph for the area for the previous year (determined without regard to paragraphs (2), (4), and (5)), increased by the national per capita MA growth percentage, described in subsection (c)(6) for that succeeding year, but not taking into account any adjustment under subparagraph (C) of such subsection for a year before 2004; and
(ii) if such year is specified under subsection (c)(1)(D)(ii), an amount equal to the greater of—
(I) the amount determined under clause (i) for the area for the year; or
(II) the amount specified in subsection (c)(1)(D) for the area for the year.
Source
- 2016–present42 U.S.C. § 1395WThe Public Health and Welfare · Payments to Medicare+Choice organizations · under this section
For purposes of subsection (j), subject to paragraphs (2) and (4), the term “applicable amount” means for an area—
(A) for 2007—
(i) if such year is not specified under subsection (c)(1)(D)(ii), an amount equal to the amount specified in subsection (c)(1)(C) for the area for 2006—
(I) first adjusted by the rescaling factor for 2006 for the area (as made available by the Secretary in the announcement of the rates on April 4, 2005, under subsection (b)(1), but excluding any national adjustment factors for coding intensity and risk adjustment budget neutrality that were included in such factor); and
(II) then increased by the national per capita MA growth percentage, described in subsection (c)(6) for 2007, but not taking into account any adjustment under subparagraph (C) of such subsection for a year before 2004;
(ii) if such year is specified under subsection (c)(1)(D)(ii), an amount equal to the greater of—
(I) the amount determined under clause (i) for the area for the year; or
(II) the amount specified in subsection (c)(1)(D) for the area for the year; and
(B) for a subsequent year—
(i) if such year is not specified under subsection (c)(1)(D)(ii), an amount equal to the amount determined under this paragraph for the area for the previous year (determined without regard to paragraphs (2) and (4)), increased by the national per capita MA growth percentage, described in subsection (c)(6) for that succeeding year, but not taking into account any adjustment under subparagraph (C) of such subsection for a year before 2004; and
(ii) if such year is specified under subsection (c)(1)(D)(ii), an amount equal to the greater of—
(I) the amount determined under clause (i) for the area for the year; or
(II) the amount specified in subsection (c)(1)(D) for the area for the year.
Source
- 2008–201642 U.S.C. § 1395WThe Public Health and Welfare · Payments to Medicare+Choice organizations · under this section
For purposes of this paragraph, the term “applicable amount” means any amount which—
(i) is transferred after March 31, 1985, and before January 1, 1989, or
(ii) is transferred after December 31, 1988, pursuant to a termination which occurs after March 31, 1985, and before January 1, 1989.
Source
- 1994–present26 U.S.C. § 4980Internal Revenue Code · Tax on reversion of qualified plan assets to employer · for purposes of this section
In paragraph (1)(F)(ii), the term “applicable amount” means—
(A) for fiscal year 2020, $275,500,000;
(B) for fiscal year 2021, $285,000,000;
(C) for fiscal year 2022, $293,500,000;
(D) for fiscal year 2023, $311,500,000;
(E) for fiscal year 2024, $320,000,000;
(F) for fiscal year 2025, $338,000,000;
(G) for fiscal year 2026, $355,500,000;
(H) for fiscal year 2027, $363,500,000;
(I) for fiscal year 2028, $381,000,000; and
(J) for fiscal year 2029, $399,000,000.
Source
- 2020–present26 U.S.C. § 9511Internal Revenue Code · Repealed. Pub. L. 105178, title IX, 9011(a), June 9, 1998, 112 Stat. 508] · under this section
In paragraph (1)(F)(ii), the term "applicable amount" means—
(A) for fiscal year 2020, $275,500,000;
(B) for fiscal year 2021, $285,000,000;
(C) for fiscal year 2022, $293,500,000;
(D) for fiscal year 2023, $311,500,000;
(E) for fiscal year 2024, $320,000,000;
(F) for fiscal year 2025, $338,000,000;
(G) for fiscal year 2026, $355,500,000;
(H) for fiscal year 2027, $363,500,000;
(I) for fiscal year 2028, $381,000,000; and
(J) for fiscal year 2029, $399,000,000.
The Secretary of the Treasury shall be a trustee of the PCORTF.
Source
- 2019–202026 U.S.C. § 9511Internal Revenue Code · Repealed. Pub. L. 105178, title IX, 9011(a), June 9, 1998, 112 Stat. 508] · under this section
The term “applicable amount” means 15 percent of the result obtained by calculating, on at least an annual basis, the amount by which—
(A) the borrower’s, and the borrower’s spouse’s (if applicable), adjusted gross income; exceeds
(B) 150 percent of the poverty line applicable to the borrower’s family size as determined under section 9902(2) of title 42.
Source
- 2025–present20 U.S.C. § 1098EEducation · Income-based repayment · in this section
The term “applicable amount” means any amount paid to an employee-owner which is includible in the gross income of such employee, other than—
(A) any gain from the sale or exchange of property between the owner-employee and the corporation, or
(B) any dividend paid by the corporation.
Source
- 1994–present26 U.S.C. § 280HInternal Revenue Code · Limitation on certain amounts paid to employee-owners by personal service corporations electing alternative taxable years · for purposes of this section