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.

Listen to the Genealogy Gems Premium Podcast on Android Devices

FOR ANDROID USERS: How to Get the Premium Feed on Your Android Mobile Device

Recommended app: Podcast Addict for Android, available in the Google Play Store.

Follow these steps to set up the Premium Podcast using the Podcast Addict app for Android. Examples shown below are on a tablet, so keep in mind that it may look slightly different on your device.

1. Download the Podcast Addict App

      Podcast Addict app

Google Play Store

On your device, go to the Google Play Store and download the Podcast Addict app.
(*Note: If you’ve never used the Google Play store you may be required to set up an account, including payment information. This is unrelated to Genealogy Gems, but necessary in order to download apps from the Google Play Store.)

Recommended app: Podcast Addict for Android, available in the Google Play Store.

Follow these steps to set up the Premium Podcast using the Podcast Addict app for Android.
NOTE: Examples shown below are on a tablet, so keep in mind that it may look slightly different on your device.

2. Add the Genealogy Gems Premium Podcast Feed

Tap the + icon to add a feed

Tap “RSS Feed, YouTube/Twitch Channel, Soundcloud URL”

In the “RSS feed URL” field, copy and paste this address to ensure it is exactly correct with no extra spaces at the end (the feed address is case sensitive):
https://lisalouisecooke.com/Premium_Feed/feed.xml

  • Check the box for “Authentication (Premium Podcast)”
  • Type in your Genealogy Gems Premium Membership username and password. You MUST use your membership username, NOT your email address.
  • Tap “Add”

Your Podcast home screen will now have the Genealogy Gems Premium Podcast.

Tap the podcast icon.  It may appear yellow like this or it may be our logo) to reveal all episodes, starting with the most recent episode at the top of the list.

3. Downloading Episodes

You can download episodes so that you can listen offline, without an internet connection or using your device’s cellular data. Download an episode by tapping the down arrow icon on the right:

Once the episode is downloaded, a play button will appear that you can click to listen. A small download icon will appear indicating that this episode is downloaded to your device:

3. Listening to Episodes & Viewing Show Notes

When you open the app, tap the Genealogy Gems Premium podcast to access episodes:

You can go straight to the episodes you’ve already downloaded through the app’s menu. Tap the three lines icon:

Then tap Downloaded episodes:

On this screen are only the episodes you have downloaded for offline listening. To return to all episodes just tap the 3 line icon in the upper left corner.

4. Deleting Downloaded Episodes

After you have listened to a downloaded episode, you can delete it to free up the space on your device. (Don’t worry, all of the episodes are still available through the main podcast feed in Podcast Addict.) To delete an episode in the Downloaded Episodes area, tap the 3 dots icon on the episode you want to delete:

(Note: If you want to delete all the episodes that you’ve already played, click the 3 dots icon at the very top of the right-hand corner, and then tap “Delete Played Episodes”)

On the page for that downloaded episode tap the trash can icon to delete it from your device:

Need More Help?

If you’re experiencing error messages or other technical difficulties, please visit our Premium eLearning FAQ page and head to the Troubleshooting section towards the bottom. You’ll find answers to the most common causes of problems and solutions and tips to fix them.

German Genealogy in the States in New and Updated Genealogical Records

Are you researching German genealogy in the States? If so, you will love what we’ve dug up. German death lists are just the start. Also in this week’s new and updated genealogical record collections, Irish Quaker records, UK pensioners records, and a new product support announcement for Family Tree Maker software.

German genealogy in the US

By Photos by Donna Hyatt (United States Army) [Public domain], via Wikimedia Commons.

German Genealogy in the States – Kentucky

You may not realize there was a large German population in Louisville, Kentucky, here in the United States. Our Book Club Guru, Sunny Morton, brought a new found website to our attention called German Genealogy Group. Among many other things, the German Genealogy Group has recently added newspaper death listings from the Louisville Anzeiger, a German newspaper from the Louisville, Kentucky area, to their website. The years covered are 1849-1865. Though only an index, the information provided will help you locate the newspaper itself.

Ireland – Quaker Birth Records

With over 302,000 new birth records from all over Ireland, you may finally find your Irish Quaker ancestors birth information. Ireland, Society of Friends (Quaker) births collection may help you uncover generations of your family tree. The amount of information listed on a birth record in this collection will vary, but most will include the child’s name, birth date, birth place, parish, and address. Most will also contain the parents’ names, addresses, and occupations.

Ireland – Quaker Marriage Records

Also at Findmypast, a collection titled Ireland, Society of Friends (Quaker) marriages has been updated. In fact, there have been over 20,000 new additions. These records will likely include data such as an occupation, parents’ names, and who attended the ceremony. As well as the names, address and marriage details of the newlyweds, parents’ names, an attendee list including names and dates of birth, and even details of the meeting may be found.

Ireland – Quaker Death & Congregational Records

By Holmes after Honthorst in 1654 [Public domain], via Wikimedia Commons. George Fox, Quaker founder.

The Ireland, Society of Friends (Quaker) deaths record collection at Findmypast has over 24,000 new additions. This database contains death records that date back to the 1600s. Because of the large time span, information will vary. In most cases, you will find the deceased’s name, when they died, when they were buried, where they were buried, and the names of those they left behind. Some records will also reveal parents’ and/or spouse’s names. Additional notations may be also included in images of the original documents, such as “a young child” or “widow” or “an aged woman.”

Findmypast collection, Ireland, Society of Friends (Quaker) congregational records offers a wealth of knowledge about the role your ancestor might have played within the Quaker community. An additional 250,000 Irish congregational records have been added. Details of meetings and activities are just a sampling of what you will find. These records include a transcript as well as an image of the original handwritten record.

Ireland – Quaker School Records

Over 9,000 new records have been added to the Findmypast collection titled Ireland, Society of Friends (Quaker) school records. This collection covers six different schools and dates back as far as the 1700s. The records are compiled from various Quaker school registers and lists. Each entry includes both a transcript and an image of the original document. Details contained in each record will vary, but most will list the pupils name, age at last birthday, school and department, admission year, leaving year, parents’ names, and their occupations.

British Newspaper Archive Announcement

The British Newspaper Archive has recently announced a major new milestone in their project to digitize up to 40 million newspaper pages from the British Library’s vast collection of historic British & Irish newspapers. Following the addition of a newspaper for the country’s smallest county, Rutland, the Archive now covers at least one title from each of the country’s 48 counties and is now available to search and explore.

As part of this push to improve the British Newspaper Archive experience, a new “In Pictures” feature has also been added.

The British Newspaper Archive now contains over 18.7 million pages from 747 titles from England, Wales, Scotland, and Ireland and spans nearly 300 (1709-2003) years.

United Kingdom – Chelsea – Pensioner Service Records

Fold3.com has a collection titled UK, Royal Hospital Chelsea Pensioner Soldier Service Records. This collection includes those who would have been eligible to receive a pension from the British Army between 1760-1920.

Fold3 Image - Example of attestation

The collection contains records for British soldiers (not officers) who received a pension from the British Army. They typically do not include records for soldiers who died in service or who were discharged early and did not receive a pension.

Some records contain more information than others, and pension documents after 1883 typically have more details regarding the soldier such as, information about next of kin, details of marriage, and children. Common details may include age, birthplace, service details (including any decorations,) physical description, previous occupation on enlistment, and the reason for discharge to pension. Documents that are most common include:

On Fold3, the records in this collection are organized as such:

  • For the period 1760-1872, the documents are arranged alphabetically by name within regiment, including militia to 1854.
  • From 1873-1882, the documents are arranged alphabetically under cavalry, artillery, infantry and corps.
  • From 1883-1913, two alphabetical sequences for the entire army for discharge papers are arranged by range of surname and date 1883-1900 and 1900-1913.

United Kingdom – Leeds – Cemetery Burial Registers

Not everything is on the Genealogy Giants (meaning Ancestry, Findmypast, FamilySearch, or MyHeritage.) The Leeds General Cemetery Burial Registers Index is free and available to search online. This database of transcriptions covers all entries in the burial registers of the Leeds General Cemetery and covers the years of 1835-1992. There are 97,146 entries in the index. Digital images of the registers are available to view alongside the transcribed data.

Search by surname of deceased or surname of the parents. Information found on the record will vary, but you are likely to find the name of the deceased, date of death, age at death, parents names, occupation, and cause of death. This is a great resource if you have been having trouble finding a civil death record.

United Kingdom – Sheffield

If you had ancestors who lived in the Sheffield area, you will find this next website a great help to your research. The Sheffield Indexers website provides full, online, searchable indexes to numerous collections, for free. These collections include, but are not limited to:

  • 1841 Sheffield Census
  • Cemetery records
  • Burial records
  • School records
  • Directories

Be sure to check out their extensive indexes!

Family Tree Maker Announcement

Last year, Ancestry.com announced the purchase of Family Tree Maker desktop software by Software MacKiev. Their goal has always been to maintain the capability to share your family tree data between files on your computer and your personal Ancestry online trees. They’ve been working on a new Ancestry gateway with Software MacKiev to use in their Family Tree Maker 2017, which will be available soon. 

What you should know (hat tip: Ancestry.com):

  • TreeSync will be replaced by Software MacKiev’s FamilySync™.  In the new FamilySync, Ancestry’s search, merge, and Ancestry hints will all work as they do now for users who sync with their Ancestry trees.
  • FamilySync will be available only in Software MacKiev’s Family Tree Maker 2017 edition, which will be released on March 31, 2017.
  • The upgrade is free for all users who purchased a copy of a MacKiev Family Tree Maker edition since March 1, 2016. Those with previous Ancestry editions, or who got a free copy of Family Tree Maker 2014.1 or Mac 3.1, are eligible for discounted upgrades. The pre-order upgrade is $29.95 for those who sign up for Software MacKiev’s mailing list before March 29 and the upgrade will continue to be a discounted price ($39.95) for a limited time after March 29.
  • Between Wednesday, March 29 and Friday, March 31, there will be a short period where syncing functionality may be interrupted as Software MacKiev rolls out their new syncing technology.  
  • As of March 29, 2017, Ancestry will no longer be supporting TreeSync, given the introduction of Software MacKiev’s FamilySync™. Software MacKiev will continue to handle all related customer questions for Family Tree Maker. Visit Software MacKiev’s Family Tree Maker Support Center at support.familytreemaker.com if you have questions.

More on German Genealogy in the States

German Newspapers in America is a virtual conference OnDemand video class by Jim Beidler. Stateside ethnic newspapers are a revealing resource for those searching their German ancestors. In this video you’ll learn:

  • How newspapers are helpful for your genealogy
  • The special role of German-language newspapers
  • Special concerns such as fonts
  • How to access German language newspapers

 

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