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 ($16,100 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
$16,100
2026
Married Filing Jointly
$32,200
2026
Head of Household
$24,150
2026
Married Filing Separately
$16,100
2026
2026 figures per IRS Rev Proc 2025-32. Standard deductions are inflation-adjusted annually. 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) | $40,400 cap for 2026 (OBBBA; phases to $10k floor above $505k MAGI, reverts $10k in 2030) |
| 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) |