by Lisa Cooke | Apr 10, 2013 | 01 What's New, Records & databases, Research Skills
It’s time to pay taxes in the United States! 
Is it any consolation that our ancestors paid them, too? Here’s a brief history of U.S. federal taxation and tips on where to find tax records for the U.S. and the U.K.
History of Tax Records
According to the National Archives (U.S.), the Civil War prompted the first national income tax, a flat 3% on incomes over $800. (See an image of the 16th Amendment and the first 1040 form here.)
The Supreme Court halted a later attempt by Congress to levy another income tax, saying it was unconstitutional.
In 1913 the 16th Amendment granted that power. Even then, only 1% of the population paid income taxes because most folks met the exemptions and deductions. Tax rates varied from 1% to 6%–wouldn’t we love to see those rates now!
Where to Find Tax Records
Ancestry.com has indexed images of U.S. federal tax assessment lists from the Civil War period (and beyond, for some territories).
Here’s a sample image from Arkansas:
Of course, the U.S. federal income tax is just one type. Taxes have been levied on real estate, personal property and income by local, regional and national governments throughout the world.
Some tax records can be found online at the largest genealogy websites.
Here are examples of tax records that can be found at Ancestry:
- tax records from London (1692-1932);
- the U.S. states of Pennsylvania, Tennessee, New York, Ohio, Georgia and Texas;
- and many from Scotland, Ireland, Canada and Russia (there’s more: see a full list and descriptions here).
FamilySearch.org hosts over a million records each of U.S. state tax records from Ohio and Texas.
FindMyPast hosts a wealth of U.K. tax records, from local rate books to Cheshire land taxes and even the Northamptonshire Hearth Tax of 1674.
In addition to genealogy websites, here in the U.S., look for original real estate and personal property taxpayer lists in county courthouses or state archives.
It’s also a good idea to consult genealogical or historical organizations and guides. A Google search for “tax records genealogy Virginia” brings up great results from the Library of Virginia and Binns Genealogy. And here’s a search tip: Use the keyword “genealogy” so historical records will pop up. Without that term, you’re going to get results that talk about paying taxes today.
If you still haven’t found the tax records you are looking for, there are two more excellent resources available for finding out what else might be available within a particular jurisdiction.
The first is the FamilySearch Wiki. From the home page you can drill down using the map, or try a search in the search box. Search for the jurisdiction and the keyword tax. Click through to the page for that jurisdiction. Typically you will find a table of contents that includes links to the section of the page covering various topics. Look for a link to tax, taxes, tax records, or taxation. They will list known sources for tax records in that area.
Tax records at the familysearch wiki
The second resource for finding out what else might be available is the free USGenWeb site. Like the FamilySearch Wiki, it’s organized by location / jurisdiction. Drill down to the place and then look for the section listing the known records for that area and look for tax related links.
Find information about tax records at USGenWeb
Why It’s Worth Finding Tax Records
I’ll leave you with this tantalizing list of data gathered in the Calhoun County, Georgia tax list of 1873. It enumerates whites, children, the blind/deaf/dumb, dentists, auctioneers, and those who have ten-pin alleys, pool tables and skating rinks. Then, real estate is assessed in detail. Finally, each person’s amount of money, investments, merchandise, household furniture, and investment in manufacturing is assessed.
As you can see, it can pay you big to invest time in looking for your ancestor’s tax records! Just make sure that if you’re here in the U.S., you’ve got your own taxes out of the way before you go searching for someone else’s.
by Lisa Cooke | Aug 16, 2011 |
The Genealogy Gems Podcast Episodes
2008 – 2009 Season Three
Scroll to the bottom of each Podcast Show Notes Page and click the episode mp3 file to download the episode for listening. It will take a minute or two for the episode to download, and it will open in your computer’s audio program (for example: Quicktime or Windows Media Player.)
Episode 41 Listen & Show Notes
Family History Expo Wrap-Up, California Voter’s Database at Ancestry and Day of the Week Tool, Mailbox, Lulu, Valentine For You: Stories of Love
Episode 42 Listen & Show Notes
Family Tree Magazine, Genline, and another great Venice Song
Episode 43 Listen & Show Notes
Genealogy at Borders, Roots Television Interview, the new U.S. Census Bureau History Website, and Crossword Puzzle
Episode 44 Listen & Show Notes
Canadian Border Crossings, Godfrey Memorial Library, U.S. Census Bureau, and Digital Preservation Cheat Sheet
Episode 45 Listen & Show Notes
Prison stories & research, Google customization, & Free British Records
Episode 46 Listen & Show Notes
A listener’s Leatherhead, Handwriting Analysis, and Genealogy Gems Premium.
Episode 47 Listen & Show Notes
A Walk Through Childhood Memories, Family Tree and Me Displays, Girding Your Loins with James Mowatt of the Historyzine Podcast, Birthday Alarm Website, Ancestor Handwriting Analysis Winner and a new analysis of a single signature by Paula Sassi, Announcement of the NEW Family Tree Magazine hosted by Lisa Louise Cooke.
Episode 48 Listen & Show Notes
Lisa’s exclusive interview with Kathy Lennon of The Lennon Sisters. Kathy discusses her passion for family history and the Lennon family tree. Also, Paula Sassi analyzes the handwriting of our contest winner’s ancestor. Plus a new look for the Genealogy Gems Podcast Newsletter.
Episode 49 Listen & Show Notes
A great idea for genealogy societies, new Family Tree Magazine Podcast episode and Lisa’s genealogy podcasting article and videos for the magazine, Train Robbery History, Part 2 of Lisa’s interview with Kathy Lennon of the famous Lennon Sisters from the Lawrence Welk Show, Premium Discount, Handwriting Analysis opportunity and the Best Pals Contest.
Episode 50 Listen & Show Notes
The Louise Carousel, Amos Alonzo Stagg, A Little Genealogy Daydreaming with genealogy podcasters, Interview with Tim Russell of A Prairie Home Companion, America’s first radio stations, Handwriting analysis of a victim of the 1918 Spanish Flu epidemic, State Fair History, Best Pals Dolls Winner Announcement, and Upcoming Conferences.
Episode 51 Listen & Show Notes
Interview with Jim Beidler, Chairman of the FGS 2008 Conference, The History of the Ice Cream Cone, Discount on Premium Membership, Mac Minutes with Ben Sayer, The MacGenealogist, Favorite Genealogy Sayings, Census Abbreviations.
Episode 52 Listen & Show Notes
Gems From Across the Pond: Interviews with genealogy author and lecturer Rick Crume, and British Records Specialist Dr. Christopher T. Watts, and British History Podcasts.
Episode 53 Listen & Show Notes
Virginia Halloween History, Mailbox, Navy History, Interview with Yvette Arts of World Vital Records & Search Tips, Chips the U.S. War Dog, The MacGenealogist reviews iFamily for Leopard, and Name That Tune!
Episode 54 Listen and Show Notes
New podcast launch: Family History: Genealogy Made Easy, History that puts a little cash in your pocket, Interview with the Forensic Genealogist Colleen Fitzpatrick, Some Ideas on Creating family traditions and Heirlooms, The MacGenealogist, Another Linguistic History Trivia Bit, and Name That Tune Round 2!
Episode 55 Listen and Show Notes
Genealogy News, New Google Gadgets, Discover the census records you probably aren’t using, but should with Curt Witcher of the Allen County Library, Taxing Bachelorhood, and Name That Tune Round 3!
Episode 56 Listen and Show Notes
The 2009 Genealogy Gems Christmas Podcast
Episode 57 Listen and Show Notes
Frisbee & Fuller Brush History, Southern California Genealogical Jamboree, Interview with Sally Jacobs the Practical Archivist on Photo Preservation
Episode 58 Listen and Show Notes
Review of Behind the Scenes with Ancestry, Exciting New Records Online, Income Tax History, Creating a Family History Valentine, Lisa answers Listener Questions
Episode 59 Listen and Show Notes
Review of new online records, The First U.S. Presidential Photograph, Interview with Holly Hansen of Family History Expos, GenClass with Lisa Alzo, Number Please?
Episode 60 Listen and Show Notes
We celebrate the 2nd birthday of the podcast with our special guest Darby Hinton who starred in the 1960s TV show Daniel Boone. Lisa also makes recommendations to a listener on her Bristol Brick Wall.
by Lisa Cooke | Oct 1, 2014 | 01 What's New, Technology, Trees, YouTube
Recently I heard from David with this question:
“Because of your consistent message of starting a family blog [and] anecdotal success from listeners, I started a family history website. A blog just seemed too small…. The ultimate goal is to display the family information for my known relatives as well as create a site that will pop up on Google search results and hopefully put me in contact with new relatives.
My question is about displaying the family tree on the website. I want to have a page that shows my family tree. I did not know how to accomplish that, so I decided to include links to my ancestry and myheritage family trees. The problem with this method is that ancestry requires you to have an account to view the tree, and MyHeritage only shows you some of the family tree and requires an account to view the rest. This is not a great method to share the family tree with relatives because not everyone has, or wants, an account with these sites. Is there a website where I can upload my family tree’s GEDCOM file and then link to it on my website where it will display all the members of my tree?”
It’s always great to hear that Genealogy Gems is helping out. Congrats on the website David! I 
recommend blogs to my readers because they are quicker and easier to set up, but in reality I would rather recommend they create a family history website like you are doing. It’s better suited for the long haul of getting your word out and connecting with others.
You pose a great question, and so I did what I just coached everyone in my latest episode #171 to do: just Google it! What you are describing is a ‘website plugin’ so I Googled: family tree website plugin and…Ta-da! There are some out there.
I found one for Word Press (which is where I build my site) so I may have to give that one a try. However, since you are using Weebly I went back and added “weebly” to the search and there are definitely some hits there, though I’m not sure if they specifically include a visual tree plug in. Try the searches and see if you find something you like.
My friend Caroline Pointer has a YouTube video called “Build a Family History Website & Blog on Weebly.” Around the 5:50 mark she shows how she embedded family tree charts into Weebly. Looks like she used Scribd.
Keep up the great work on your family history site!
by Lisa Cooke | Jan 4, 2016 | 01 What's New, Organization
A recent experience reminded me how important it is to invest time getting to know the things we work with–whether they’re genealogy databases or a new piece of technology.The ProblemThe other day I was trying to do something I thought was very simple:...
by Diahan Southard | Sep 25, 2012 | Genealogy Gems Podcast
In this episode we are pulling back the curtain on the Antiques Roadshow, as well as talking a bit about what to include and not include in your family tree.
I’m just back from Odessa Texas where I presented a full day seminar at the Permian Basin Genealogical Society. I got to enjoy a big dose of Texas hospitality and had an absolutely wonderful time.
Next up I’m heading to Kelowna British Columbia for the Kelowna & District Genealogical Society Harvest Your Family Tree 2012 Conference where I will be again doing four presentations as well as a Meet the Speakers panel.
MAILBOX:
Family Tree Magazine Digital Subscriptions from Kathy: “I subscribe to Family Tree Magazine. Can I download my print subscription to my iPad….as you can with other subscriptions? Or do I need to pay for each issue that I download? Family Chart Masters helped me with my Family Tree Chart. It was beautiful and was a hit at our Family Reunion. Janet was so helpful. Thank you for the recommendation. Love your podcasts.”
Lisa’s Answer: The Family Tree Magazine digital subscription is separate from the print subscription, unless you have purchase their VIP Subscription. So you can either purchase individual digital issues from the Shop Family Tree Store, or you can purchase a separate annual digital subscription. I think they keep it separate because not everyone wants both. Click here for a $10 off coupon for ShopFamilyTree and when you use that link it also supports the free Genealogy Gems Podcast. Thank you!
Get Lisa’s Book Turn Your iPad into a Genealogy Powerhouse
Paperback
Ebook
Replacement for RAOGK
From Mary in Iowa: “In Podcast #139, Ricky asked about a successor to the Random Acts of Genealogical Kindness website. There are actually three Facebook groups (not pages) carrying on the task of looking up genealogy information and other requests. They are RAOGK, RAOGK – USA, and RAOGK – International. You need to be a member of the Facebook group to post a message or request, but most requests for membership are granted quickly.”
Generous Genealogists
Gen Gathering
Scott from Oakland Maine: “I am in need of some advice regarding an un-cooperative family member. My father’s brother wants nothing to do with our family, and in years past once referred to himself as the “black sheep”. He has absolutely no interest in genealogy and is not at all willing to be a part of the family story that I am putting together. My question is, how do I reference this character in my tree.”
Lisa’s Answer: I imagine every family has a tough nut on a branch of the family tree! I’m a firm believer in the truth, and what I would do if it were me is to include basic data (that is publicly available) on him on my private, personal family tree. On trees and other info you make available publicly, (such as an online family tree) I would list him and his immediate family only as “Living” and whether they are male or female. In the end you have to do what seems right for you.
From Glenn: “Just wanted to say a quick thanks for both podcasts you produce…I’ve been interested in the Family History for some time…Recently my interest has arisen again, of course I have made classic mistake in not documenting everything, and just collecting names, dates and so forth. So in the last 6 months I’ve been citing sources and updating the database. One of the quandaries I have is when do you stop, not so much vertically, but how wide do you go, in relation to cousins, second cousins and families? Probably the main question I have is trying to decide whether to get a subscription to Ancestry.com or not, I feel I’m at that stage where online document will help out, in filling in the leaves on my branches.”
Lisa’s Answer: Go as wide as you want and are interested in. I would recommend adding basic info for someone you find who you won’t be pursuing, so that if down the road you run in to a brick wall and you need to do some cluster research or reverse genealogy, you will have new leads to follow. RE: Ancestry – I think you will find that Ancestry membership is a very cost effective and time saving way to do your research. Mine has been invaluable. See if you can find a 7 day free trial to check it out and confirm they have the kinds of records you need.
GEM: Diane Haddad Pulls Back the Curtain on The Antiques Roadshow
Music in this segment:
The Antiques Roadshow Remix
By The Elusive MrHatchard
Available on the SoundClick.com website
GEM: Halloween History Tidbits
Halloween Mason Jar Lanterns
Vampire Hunting Kit from the 1800s
GEM: Newspaper Milestones
On September 15, 1982, USA Today began publishing
On September 18, 1851, the New York Times issued its first edition
On September 25, 1690, the first newspaper in America was published for one day in Boston before being shut down by British authorities unhappy with its content.
Check out this episode
