Genealogy Tips: Find Ancestors in Tax Records

It’s time to pay taxes in the United States! Tax RecordsIs 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:

Arkansas tax record 1867

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

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 tax records at usgenweb

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.

How to Get Back Into Genealogy

Show Notes: Restart Your Genealogy!

Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that a little thing called “Life” can get in the way!

Getting back into genealogy can actually be a bit daunting. Where did you leave off? Where should you start back up?

If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this video, we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently get back on the trail of your ancestors.

how to get back into genealogy

 Get your Genealogy Restart checklist in the Resources section.

And by the way, perhaps you haven’t taken a break, but you feel like you’ve gotten a little out of control and disorganized in what you’ve been doing so far. This process also works very nicely as a quick audit to help you get back on track. 

How to Jump Back into Your Genealogy

Has it been a while since you worked on your genealogy research? As passionate as we may be about genealogy, the reality is that that little thing called life can get in the way.

In my case, my daughter got married earlier this year. There were plans to make, bridal shows to throw, and the wedding itself which meant planning a trip because it was a destination wedding. Needless to say, I didn’t work on family history for several months.

If it’s been months or even years since you had your hands in genealogy, you’re in the right place. In this article and companion video we’re going to talk about how to pick up your genealogy after a hands-off spell so that you can quickly and efficiently gets back on the trail of your ancestors.

Even if you haven’t taken a break, you might be feeling a little out of control and disorganized in what you’ve been doing so far. This quick genealogy audit can help you get back on track too!

Genealogy Restart Checklist

I love a good to-do list where I can have the satisfaction of checking things off and knowing that at the end of it I have accomplished something. Some of the things on this list may not apply depending on how long your genealogy hiatus has been. If that’s the case you get to check them off right away!

Get my comprehensive downloadable Genealogy Restart Checklist. (Premium Membership required)

Step 1: Find Out Where You Left Off in Your Research

Do you remember where you left off the last time you were researching your family tree? If not, your search history is a great place to start. For example, if you used the popular genealogy website Ancestry.com you can pull up your past search history.

How to find your search history at Ancestry.com

At the Ancestry® home page you will see a box at the top that highlights the recently modified items in your family tree. According to one source at Ancestry.com, this “shows a list of last modified nodes in the tree. For a shared tree – any user who has access to the hint can modify the nodes and it will show up in that list. It (also) shows a hint leaf for the nodes that have at least one undecided hint.”

This could be a place to start, but I recommend reviewing Your Recent Searches if you want to pick up where you left off.

You’ll find your search history in the menu under Search. Click All Collections. Toward the top of the All Collections page you’ll see Your Recent Searches. It’s just above the map. You’ll see a few buttons listed for the most recent names you searched. Next, click the View All button to get a more comprehensive view of your activity history, starting with the most recent activity.

On the Recent Activity page, you’ll see the names you searched for and the details you included such as a place and time frame. Ancestry also tells you the date you ran the search.

how to find search history at Ancestry

Recent Search History page at Ancestry®

If you see searches in the list that you don’t need anymore, click the trash can button to delete them.

Notice over on the left that you are viewing Recent Searches, but you do have other options:

  • All Recent (activity)
  • Viewed Content (records you’ve viewed)
  • Viewed Collections (record collections you accessed)

All Recent provides the best overall picture of your past search history. This is a great tool for jogging your memory and helping you decide where to pick back up.

Review your activity history in your genealogy software.

You can also review your most recently activity in your genealogy database software.

In RootsMagic for example, in the menu go to Search > History or click the History tab at the top of the side bar on the left side of the screen.

Step 2: Identify Gaps that Need to be Filled

Many people enjoy focusing their research on their direct ancestors (grandparents, great grandparents, etc.) While you may have traced back many generations, you may have missed a few things along the way. This is a good time to start with yourself and work backwards through the direct ancestors in your family tree. Look for gaps in your timelines and information, and then start back up by researching to fill them in. Of course, you can also do with any relative that you want to learn more about.

Once you’ve identified the person you want to work on, create a research plan. If you’ve never created a research plan before, don’t worry, it doesn’t have to be complicated. You create and track it on paper, a spreadsheet or any number of notetaking programs. The important thing is that you identify:

  1. your specific research question,
  2. the records you think you’ll need to answer it
  3. the locations where you think those records may be housed.

See this in action in my video Hard to Find Records, a Case Study.  

Premium Members check out these classes with downloadable handouts:

 

Step 3: Prepare for Genealogy Research Success Going Forward:

Since you’re picking your genealogy back up, this is the perfect time to check to make sure you’re set up for success going forward. These remaining items will help ensure that your new discoveries will be well-documented, organized, and protected from loss.

Genealogy software database

If you already have genealogy database software, open it up and see if there’s a newer version available. Look for Check for Updates in the menu.

If you don’t have a genealogy database software program on your computer, go get one now! We’re talking about a software program that you install on your computer. It’s a database specifically designed to record all the information you find. It keeps it organized and searchable, allows for source citations, photos, links, and more. It also gives you tremendous flexibility in running reports. This is something with which an online tree can’t compete. And most importantly all your data resides on your computer hard drive. This means it’s completely within your control and not subject to a paid subscription, or problems with a website such as the site being closed or sold off. The tree you build can be synced to an online tree if you wish to do so. Back in the old days (early 2000s) a database on your computer was the only option, and it remains your best option today.

Genealogy software is typically very affordable. You can  even download Family Tree Builder at MyHeritage for free. If you’re willing to invest a few dollars there are several excellent programs to choose from such as RootsMagic, Family Tree Maker, Legacy, etc. I use RootsMagic but all of these programs have been around a long time and are great. The one you pick really depends which user interface you like, and to what extent you may want to sync your tree online.

Premium Member Resource Video: Take Control of Your Family Tree.

Cloud backup

If you don’t have a cloud backup program running on your computer, now is the time to get one. What’s the point of restarting your genealogy research if you’re going to risk losing everything if your computer is damaged or stolen? I’ve used Backblaze for years because it’s reliable, affordable, has an app, and automatically backs up all my files including video. There are several out there to choose from. The important thing is to pick one and get it installed on your computer. It will run automatically in the background, giving you peace of mind that your files are backed up offsite on the cloud in a secure location.

Status of Genealogy Website Subscriptions

Now that you have the tools you need to restart your genealogy research, it’s time to check genealogy websites. Did you have subscriptions to some of the popular genealogy websites like MyHeritage or Ancestry? Log in and go to your account to see if they are still active, and if they are, when they are set to renew. This will help you decide where to spend your time first. Start with the subscription that is up for renewal first. Then you can determine if you want to allow it to renew or cancel and try another genealogy website subscription to round out your research.

If you don’t have any current subscriptions, consider focusing first on familysearch, the largest free genealogy website. Then, depending on your research goals, you can select the paid subscription(s) that will support your research plan.

A Paper Filing System

While we don’t generate as much paper these days as we used to, some paper is inevitable. Don’t add to the paper clutter. If you don’t have a paper filing system in place, take a moment and set one up. Pick a filing system and stick to it. Then as you start your genealogy research you’ll always have a place to put things.

Filing Digital Content

The same goes for digital files as goes for paper files. Don’t jump back into your research without a filing system in place. It’s important to download the digital records you find so that you have access to them even when your subscriptions run out. Avoid a messy computer and commit to a digital filing system and filing name convention.

Check out all of my organization system classes.

Source Citation Brush Up

Were you citing your sources consistently when you last worked on your family history research? If not, STOP EVERYTHING and watch my video Source Citations for Genealogy. Citing your sources will save you headache down the road. You may discover that a previous conclusion was incorrect, and you’ll want to review the source where you got that information. A downloaded record usually doesn’t include specific details as to where you go it. Going forward, as you download records and add the details into your database be sure to also add the source citation.

With this in mind, familiarize yourself with the source citation tool in your genealogy program. If it looks daunting, don’t panic. Head to the menu and click Help, and then search for source citation. There you’ll find the instructions you need to once and for all get a handle on how to cite sources in your software.  

Now’s the Time to Restart Your Genealogy

Don’t let the passing of time stop you from getting back into your favorite hobby. By following this checklist you will quickly get back into goal-oriented research and exciting discoveries about your family.

Resources

Downloadable ad-free Show Notes handout (Premium Membership Required.)

Bonus Download: Genealogy Restart Checklist (Premium Membership required)

 

Browse-Only Databases at FamilySearch are Easy to Use

Browse-only databases at FamilySearch are easy to use and may hold the key to the genealogy brick wall you have been working on.

Don’t be scared off because the records haven’t been indexed. Guest blogger Amie Tennant Bowser show you how to take advantage of these great records!

browse only databases

New Genealogy Records Come Online Every Week

Each week, we report on the latest genealogy records to have come online.

Sometimes in our weekly record update articles we include databases from the free FamilySearch website that are not yet indexed. These collections are referred to as browse-only. Have you ever been disappointed when you realized the database you are most interested in is only able to be browsed?

Browse Only Databases at FamilySearch are Easy to Use

The highlighted genealogy records in these collections are browse-only

You may be thinking, “Good grief! I can’t possibly browse thousands of records!” and we don’t expect you to. In this article we are going to share strategies that you can use to zero in on the genealogy records you want to browse. 

Browse Only Records Versus Indexed Records

Most folks search for genealogy records at FamilySearch by typing in some key information at the home page. It might be just the first and last name, and the place where that ancestor lived. Here’s an example:

How to Browse Database

When you use this method, you are only searching for records that have been indexed. 

Indexed records are great because they have already been reviewed by one of the thousands of FamilySearch volunteers. They use online software on the FamilySearch website to download images of historical documents. Then, they read the information on the image and transcribe the information.

A second, more experienced volunteer then reviews the transcribed information to ensure accuracy before it is submitted to the website where they can be searched. It’s a huge effort to help genealogists more easily search the online records. 

So, it’s important to understand that not all digitized record images that are on the FamilySearch website have been indexed. This means there may be countless records that will not be retrieved by a name search. 

Unindexed records can only be browsed until they are indexed. So as you can see, there is a very good chance that there are records on the site that apply to your family, but you won’t find them through the search engine.

Instead, you need to go in the virtual “back door” to locate these records. Follow along with me and I’ll show you how. 

How to Find Browse-Only Records at FamilySearch

Let’s imagine you want to search probate records in Auglaize County, Ohio.

You would click the little map in the vicinity of the United States and choose “Ohio” from the pop-up box.

How to Browse Database

At the Ohio research page, you could do a general search of the Ohio collections. Again, this is only searching records that have been indexed.

Instead of using this method, scroll down until you see “Ohio Image Only Historical Records.” Look at all these databases you might have missed!

For our example, continue to scroll down until you see the database titled “Ohio Probate Records, 1789-1996” near the bottom. Click on it.

Browse_Only_Database_4

You will notice right away that there is no way to “search” this database.

Many people give up at this point, after all, who has time to search nearly 7,000,000 records. Click on it anyway!

Browse_Only_Database_5

The next screen has been broken down by county name. Choose the desired county name. In this case, I’m selecting “Auglaize.”

You are then directed to a page listing the volumes of records for Auglaize county that have been digitized.

In this example, we are seeing bonds, settlements, wills, estates, and so much more:

Browse_Only_Database_6

It is as if you are standing in the courthouse probate office surrounded by volumes and volumes of the records you need.

Select the volume you want to search by clicking the title.

“Open” the pages of the book and search like you would as if you were flipping the pages of a book or scrolling through a roll of microfilm.

Browse_Only_Database_7

Click the arrow at the top of the screen to scroll through the pages.

Friends, we want you to get excited about all the new records that are coming online, even if they are browse only databases. If you like this tutorial, share this tip with your genie friends so they can do it too. 

More Genealogy Gems on Records and Databases at FamilySearch

For more tips and tricks to help you in your genealogy journey, sign-up for our newsletter by entering your email address on this page.

If you’re looking for more genealogy records to mine, here are some of our articles. These will help you not only find new records, but also use other valuable genealogy indexes:

Pin It on Pinterest

MENU