Gross Income vs Taxable Income: Where the Deductions Come Off
Gross income, AGI, taxable income, and net income are four different numbers all loosely called “income.” Only taxable income (Form 1040 Line 15) has tax brackets applied to it. Here is the exact cascade with 2026 figures.
The Four Income Numbers Everyone Confuses
Gross Income
1040 Schedule B/C/D/E source docsEverything you earned
W-2 wages + 1099 income + K-1 + interest + dividends + capital gains + rental income + any other source. Everything before anything is subtracted.
AGI (Adjusted Gross Income)
1040 Line 11Gross minus above-the-line adjustments
Gross income minus IRA, HSA, student loan interest, half of SE tax, educator expenses, etc. Used by most phase-outs.
Taxable Income
1040 Line 15AGI minus standard or itemised deduction
The number your tax brackets are applied to. Subtract the standard deduction (~$15,000 single 2026) and any QBI deduction from AGI.
Net Income (Take-Home)
Paystub net columnWhat lands in your bank account
Not a 1040 line. Your gross pay minus all withholding (federal, state, FICA) and pre-tax deductions. A completely separate cash concept.
2026 Standard Deduction by Filing Status
Single
$15,000
2026 est.
Married Filing Jointly
$30,000
2026 est.
Head of Household
$22,500
2026 est.
Married Filing Separately
$15,000
2026 est.
Standard deductions are inflation-adjusted annually. Verify current figures via IRS Rev Proc before filing. Additional standard deduction for age 65+ and blind taxpayers applies on top.
Worked Example: Continuing from the AGI Example
Net take-home is separate - it reflects what lands in your bank account after employer withholding (federal, state, FICA). It is not the same as taxable income.
Itemising vs Standard Deduction
You itemise deductions on Schedule A when your total qualifying expenses exceed the standard deduction. Common itemised deductions include:
| Deduction | Limit |
|---|---|
| Mortgage Interest | Loans up to $750k (post-Dec 2017) |
| State and Local Taxes (SALT) | $10,000 cap (TCJA; verify OBBBA 2025 changes) |
| Charitable Contributions (cash) | Up to 60% of AGI |
| Medical Expenses | Excess over 7.5% of AGI floor |
| Casualty Losses | Federal disaster declarations only (post-TCJA) |