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!
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;
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.
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The 1950 census must be indexed so that we can search for relatives by name, location and much, much more. You can help with this exciting project, and no special skills or background are required. Jim Ericson of FamilySearch 1950 Census Community Project explains what’s happening and how you can get involved.
Lisa: The 1950 US federal census was released by the National Archives just a short time ago on April 1 2022. But it was just a release of the digitized images of the census pages. The indexing of those records happens afterwards. It’s really the indexing that makes it possible for all of us to be able to search the records and find our families. Here to tell us about that really important indexing project. To get all this done is Jim Ericson from FamilySearch. They are heading up this project. Welcome, Jim.
Jim: Thank you, Lisa. It’s wonderful to be here with you today.
Lisa: I know you guys are so busy. You’re right on the heels of Rootstech which just wrapped up. And now we’re here with the release of the US Federal Census for 1950! Do you have somebody you’re looking forward to seeing in that census record?
Jim: Yeah, both of my parents will be there. My dad will be 20 years old. He turned 21 that year after the census. And my mom is 15, she will just have had her 15th birthday.
I know where my mom was. She was in Salt Lake City. But I have no idea where my dad was in 1950 as a 20 year old. He’d left college and I know that he had enlisted in the in the army. But I don’t know. He also worked in San Francisco for a couple of years. I don’t know if he’ll be in San Francisco, or where exactly where he would have been in 1950 when the census was taken so there’s a little mystery right there.
Lisa: Absolutely, and that’s a perfect example of why the indexing is so important, because you’ll be able to name search for him when this is done.
The History of FamilySearch
(2:07)
Before we jump into that indexing project, for those who maybe aren’t familiar or haven’t used FamilySearch, tell us what familysearch.org does and what it offers the genealogist.
Jim: FamilySearch is a nonprofit organization. We were founded in 1894 as the Genealogical Society of Utah.
FamilySearch is more of a recent incarnation of the organization that kind of reflects when we went online, and when we started publishing CD ROMs in the 1990s.
We’ve been microfilming and digitizing records since 1938. We started a worldwide project to go and collect records from around the world. Microfilm was really the innovation that allowed us to store all those records in a library. Getting a whole bunch of books or physical records in one location was difficult.
Since then, all of our record operations are now digital. All of our records are captured digitally now. We have worldwide operations in hundreds of countries. We publish over about a billion records a year.
As a nonprofit, we partner with commercial entities who have an interest in profit, because we know that they know how to innovate. And that also helps our resources go further through partnerships with these commercial entities. The 1950 census is actually an example of that sort of a partnership. We’re working on this with Ancestry and using the resources that they have.
FamilySearch has a collaborative family tree where you can see what others know about your family. We have, like I mentioned, 10 billion records that are online. We have free resources to learn how to do family history. And we really try to just bring people wherever they are, to the experiences that can help them learn about their family.
(04:32) Lisa: It’s amazing how much it’s grown! I remember the days of the CD ROMs with the record sets that we used to order. And now so much is available for free from home. Users just need to sign up for a free account to use the website and take advantage of the records. And I love the Wiki. It’s such a wonderful treasure trove of knowledge when it comes to genealogy research
Let’s talk about the most exciting and the newest record collection, which is the 1950 census. When it was released by the National Archives did you get all the images? Does that mean instantaneous publication on familysearch.org? How did that work initially?
Jim: Well, 10 years ago, in 2012, when they released the 1940 census, we were actually waiting at the National Archives with a van and hard drives. We had to transfer all the data onto hard drives and take them to our data facility in Virginia.
This time, everything was available online. Everything was downloaded and uploaded to our servers immediately. There was high demand. So that was one of the challenges that we faced was making sure that we’re going to be able to download those images, over 6 million images is a lot of images to be able to download. And those images include records for 151 million people. So that’s a lot of information at high quality, resolution. So that was actually the first hurdle.
And since we are doing this project with Ancestry, we also have to wait for Ancestry to do the same thing and download the images, to be able to process them to create their computerized index with their own handwriting recognition technology that then comes to us. It makes it so much easier to review an index as opposed to starting with transcription from scratch. So, there are so many innovations that have taken place. But from the National Archives, the online delivery of images was one of those innovations.
Lisa: How fantastic to be able to do that online. I can imagine that speeding it up. And then you’ve got artificial intelligence, which is already impacting how we use genealogy websites, how we access digitized books, and here you are using it to help index the records.
(7:28)
I’d love to know kind of a comparison between the speed at which you indexed the 1940 census which I thought was pretty darn quick to how that looks for 1950.
Jim: There is a great question, and we’re still learning how this is going to play out with the 1950 census.
The history of census indexing by FamilySearch
(7:54)
One of the first projects that we did as FamilySearch when we were publishing, CD ROMs was the 1880 census. The 1880 census took us more than a decade to press on to CD ROM. It was a huge project! It was crowd sourced, but before the advent of the internet. It was sending packets and physical papers around and then gathering them and then creating a CD ROM.
We went from a project like that, to doing the 1940 census just over a decade later in a matter of about six months. So already the technology was just astounding because of what you’re able to do because of the internet. Now you have the artificial intelligence, the handwriting, character recognition, and then you have innovations that we’re doing with the crowdsourcing. And all of a sudden, you’re able to take those tasks that we’re all human, I guess bounded by human capabilities, and you’re now allowing the computer to do what the computer can do.
With the 1950 census, we are actually indexing or reviewing this automated index for every single field that was captured in the 1950 census. It’s way more data than we were dealing with for the 1940 census. Because of the cost and the time, we just wanted to make sure that we just had the most logically relevant fields captured, so occupation, and some of those fields were seen as extra fields. But for 1950, we recognize that we can do a lot more in terms of the experiences that we can provide and that these other entities can provide if we have a full index, so that’s one of the big innovations. It’s going really well.
When will the 1950 census index be complete?
(10:08)
We have a goal to get it all done by Flag Day, so that’s June 14. That will be about two months from when we really got the project going and up to speed. That just depends on how many people come and participate.
There’s more than one way to participate. We feel like we have a lot of options, and it’s more accessible than it’s ever been because of how recent (the 1950 census) is. Recognizing handwriting from 1950s is not that different from recognizing handwriting from a week ago. Things haven’t changed that dramatically. And so, it’s a really accessible experience. And these are people that everybody knows. It’s kind of fun to come in and see what you can find in those areas where your family is from.
Innovations in the 1950 Census Index
(11:07) Lisa: Exactly. You said something which I hope everybody really appreciates, which is that you indexing every field. I mean, you must have gotten excited when you heard that was really going to be possible. It’s a game changer because now you can slice and dice data in so many ways. You can look up everybody who worked on the railroad or whatever the fields are that were filled out. What do you think the impact will be of that? Will that change anything about genealogy research?
Jim: Yes, it will. And not just genealogical research but also understanding the makeup of our country in 1950. And really understanding the history of our nation because that is part of your family history is enabled by capturing those additional fields. Being able to see differences in income, differences in occupation from region to region, being able to easily see, neighborhoods.
The address for the 1950 census is similar to the 1940 census in that it’s a vertical capture down the side of the forms. So that is something that just allows people to see what’s there today, if their house is still there. These are experiences that that we’ve dreamed of but without the index it is impossible to provide that sort of an experience. And so now with the commercial entities and what we’re trying to do, you’re going to have a lot of different experiences now that are unlocked and available because of these innovations. And especially with Ancestry’s (technology) it has enabled us to do this.
Is the 1950 census available for free?
(13:06) Lisa: Since you’re partnering together, is it available at Ancestry for free as well as for FamilySearch?
Jim: Ancestry will make their own businesses decisions. But yes, initially, it’ll be available for free. They’ve opened up the 1940 census recently, and that’s been available for free. I don’t know what all their future plans are. It allows them a lot of flexibility on how to do that. Of course, we make everything we can available for free at FamilySearch.
Again, there’s going to be a lot of different experiences that are available around this record set. So, it’s exciting going all the way back to how the National Archives made it available. It’s really democratizing the records. I think their goal is to just make it accessible to as many people as possible. And then it’s these other organizations that have a vision for what they can do with those records.
Lisa: Yes, and you guys certainly had the vision around the indexing project. That’s something that is such a skill that you’ve all developed and really fine-tuned. You’ve been able to crowdsource so much of what then becomes available to everybody.
Tell folks how they can get involved in it. And I’m really interested in some of the changes. I was very excited to hear that people will be able to have, in a way a more personal indexing experience. Tell folks about that.
Jim: Something that everybody wants to do when they come in and volunteer and get involved in a project is to find their own family. That will be expedited. When the index is published and available, after it’s been reviewed, everybody’s going to have that wonderful experience. But even on the review side, we’ve made it so people can search for a specific location down to the county level, or, in some cases down to the city level. Then you can actually search for a surname, or last name within that location. Now, if your family hasn’t already been reviewed, you’ll be able to review it if it hasn’t been reviewed. That just means that it’s going to be published sooner, because progress has already been made. And then you can come back and review it.
How to make corrections to the 1950 census index
(15:42) If for some reason, the person who reviewed it did it wrong, you can still make corrections. We do corrections on FamilySearch. Ancestry does corrections on Ancestry. And we are sharing whatever corrections are made on FamilySearch with Ancestry so they can get the benefit of any corrections that are made on our website as well. So that’s terrific.
For the 1940 census we had 163,000 people come and help and get involved. And with how easy it is for 1950, we think that we’ll have well over 200,000 people who will come and want to review these names.
How to volunteer to index the 1950 census
(16:30) If you want to get involved, there are a couple different places you can go. But the easiest place to remember is familysearch.org/1950census. And on that page, there’s a lot of information. Near the top of the page there’s a big link to join the project and to come over and participate.
The project is ongoing. All the states are there, some have already been published. Come and get involved and see what you can do. It’s going very quickly, and people are really enjoying it. We’re glad that it’s along as quickly as it is.
Lisa: Volunteers can do this from home from their computer. Is there a certain minimum commitment that they have to make or a certain minimum amount of technological ability?
Jim: No. This is again one of the things that’s kind of fun. I mentioned that briefly before there’s actually more than one experience or a way to participate.
Household Review
(17:42) The standard way that most people who’ve done it before want to participate is what we call the Household Review. With the household review we try to identify from the head of the house, all the members of the household or the family to the next head of the house. That can sometimes cross pages on the census forms. That is an every field review. You can review as many of those fields as you want. And then the next person can come and pick up where you left off. So that’s really fun. It does require you to be on a computer.
Name Review
(18:27) There are two other types of tasks. One doesn’t require you to be on a computer. You can be on your handheld device, your smartphone. It is what we call Name Review. So, instead of reviewing all of the fields, you can download our app called Get involved. FamilySearch Get Involved is available on the iTunes Store or the Apple Store, as well as from Google, the Android store. You can download the app and you can just start looking at the images where we have the names of the people in the census. Then you can compare that with what the computer thinks it is. You can either say yes, that’s right or no, and you can actually enhance or fix what the name is. You can do hundreds of these in an hour. I’ve done it, and it’s a fun activity. It’s really engaging if you like seeing that you’re making a difference in terms of volume. It’s a really fun way to participate.
Again, the computer doesn’t always get it right. So, you have to be really careful in the review process. But it’s super easy to just look at the image and look at the index value for the name and just make sure it’s right. You don’t have to have the app though.
Header Review
(20:00) So, there’s the Household Review or the Name Review. And then the other task is the Header Review.
every census image, every census ledger, has a header that includes all of the location information and the information about the enumeration itself. And reviewing that is a separate task. We broke that one out because again, the data is formatted differently. If you want to go in and help us, those have to be done as well to be able to publish the dataset. We invite you to come in and see what states still have the header review available, and you can help us finish out that as well. It’s not as exciting because it doesn’t include the names of the people. But it still has to be done to be able to publish the reviewed index.
Lisa: I hadn’t thought about the header, but that’s pretty important. If that’s not right, then we get way off track pretty quickly. It includes our enumeration district number, the county, etc. That makes a lot of sense.
Well, Jim, it sounds like you guys have really been innovating over at FamilySearch. We’re grateful. We’re grateful that you’re giving everybody watching an opportunity to also give back a little bit and we can all pull together and get this done by Flag Day.
New records at genealogy websites can come in all shapes and sizes. They may include new or updated indexes, digitized records, or improvements to the search function. It all adds up to new opportunities for you to find more information on your family history. Here’s the latest from some of the most popular genealogy records sites.
New at MyHeritage
Here’s the latest on new records from MyHeritage:
1801 Norway Census Index
“The 1801 census was carried out on Sunday, February 1, 1801, and is based on complete lists of individuals.
The census contains the names of farms (in rural areas), the full names of inhabitants, the familial ties between household members, their age, marital status, and occupation.
For married and previously married people, it was recorded how many times they had been married or widowed.
The age listed was the age on the next birthday.
The names of smallholdings are typically not included. People were registered in the regions where they belonged. Those who were absent, e.g. sailors, should be listed in their hometowns.
The department of statistics of the Exchequer in Copenhagen prepared the census and processed its results. In the rural districts, the census was carried out by parsons with the assistance of precentors and school teachers. In the towns the efforts were supervised by the Town Administration and carried out by the Subdivision Heads of each conscription district. The town lists are arranged by building numbers. This collection is provided through cooperation with the National Archives of Norway.”
1865 Norway Census Index
“This collection of over 1.68 million records is the first national census to list a place of birth for all persons recorded. This census contains the person’s name, residence, status in the family, occupation, sex, marital status, age, place of birth, religion if not a member of the state church, and other miscellaneous information.
Censuses have been taken by the Norwegian government and by ecclesiastical officials for population studies and taxation purposes.
Census and census-like records are found from the 1500s to 2000. After 1900, a national census was taken every 10 years until 2000. Access to the national census records is restricted for a period of 100 years after the date of enumeration.
Generally, you will find more detailed family information in more recent censuses.
Some known deficiencies in the 1865 original census material include records from Gol parish in Buskerud county, Holtålen Parish in Sør-Trøndelag county, Bjerke parish in the Nannestad dioceses in Akershus county, and at least 106 special lists in Kristiania (Old name for Oslo). This collection is provided through cooperation with the National Archives of Norway.”
United Kingdom, War Memorials, 1914–1949 Index
“This free collection of 1.1 million records provides details on soldiers from the United Kingdom that died during the wars in the early to mid 20th century.
During the first World War, alone, there was an average of over 450 British casualties per day. Information listed on these records may include: name, date of death or burial, burial place, and age at death. These records might also include rank, service and unit of the military as well as any honors earned during service.
The records primarily consist of soldiers from the First and Second World Wars with a few records from different wars. The number of British casualties was smaller in wars following World War II, and the number of records from other conflicts is consequently low.
This collection content is copyright of the Imperial War Museums and the index is provided by MyHeritage free of charge as a beneficial service to the genealogy community.”
Estonia, Gravestones, 1812–2019 Index
“This collection includes information from Estonia cemeteries and consists of records from 1812-2019. These include the name of the deceased, birth date when available, death date when available, date of burial when available, and the name of the cemetery.
Cemeteries can help you trace the burial and or death place of an Estonian relative. Cemetery records may also help identify ancestors when access to church records and census records is limited, or the death was not recorded in other records.”
North Carolina, Mecklenburg County Birth Index, 1913–2019 Index
“This collection is an index of birth records from Mecklenburg County, North Carolina. The records may contain the first name, middle name, last name, gender, and date of birth of the individual. Mecklenburg County is the largest county in North Carolina by population, and its county seat is Charlotte.”
North Carolina, Mecklenburg County Marriage Index, 1884–2019 Index
“This free collection is an index of marriage records from Mecklenburg County, North Carolina. The records may contain the following searchable information: first name, middle name, and last name of the bride and groom, and the marriage date of the couple. Records may also contain the marriage license number and the date of the application.
Mecklenburg County is the largest county in North Carolina by population, and its county seat is Charlotte.
Most records in this collection are from the 20th century or later, with just three percent from before the year 1900. However, there is a select amount of records dated from before 1884, with approximately one percent of the collection falling under this category.”
North Carolina, Mecklenburg County Death Index, 1916–2019 Index
“This free collection is an index of death records from Mecklenburg County, North Carolina. The records may contain the following searchable information: first name, middle name, last name, gender, and death date of the individual. Records may also contain the certificate number for the death. Mecklenburg County is the largest county in North Carolina by population, and its county seat is Charlotte.
In some cases, the gender is given as unknown along with a missing given name. This usually means the record is for a still-born baby. All records in this collection are from the 20th century or later. However, there is a select amount of records dated before 1916, with the earliest from 1908.”
Pennsylvania, Lawrence County Index of Obituaries, 1871–2016 Index
“This collection includes an index of obituaries and death records from Lawrence County Pennsylvania for the years 1871-2016. A record may include the first and last name of the deceased, death date, date of death announcement, name of spouse, name of parent(s), and the name of the newspaper that published the information.
Obituaries can be a good source of information about a person and may also include information about the deceased’s family members. Often an obituary will include information such as the birth date, marriage date, children, occupation, education, and the location of living family members at the time the obituary was written.”
Pennsylvania, Lawrence County Index of Marriage Announcement, 1858–2006 Index
“This collection includes marriage announcements from Lawrence County, Pennsylvania for the years 1858-2006. Records may include the first and last name of the bride and groom, the names of parent(s), the title of the newspaper that published the announcement, the page on which the announcement is located, the date of the marriage announcement, and the year of the marriage.
Marriage records are a valuable source of information. Marriage records found in newspapers are not limited to a specific form, like most government marriage records, therefore newspapers may contain details about a marriage not found elsewhere, such as names of siblings or other relatives.
Newspapers can report marriages of people who no longer live in the area but who still have friends or family there.”
Chile, Electoral Rolls, 2013 Index
“This collection of over 12 million records contains information about Chilean voters during the November 17, 2013 elections. Records include the names of voters and the location of the vote. The collection also includes records about canceled voters, mostly because of the death of the voter, and disqualified voters.
All of the above newly updated collections are now available through MyHeritage SuperSearch™. Searching these records is free, but a Data or Complete subscription is required to view the records, save them to your family tree, and access Record Matches. Our Record Matching technology will get to work and notify you automatically if any of these records mention a member of your family tree. You’ll then have the ability to review the record and decide if you’d like to add the new information to your family tree.”
New Newspaper Content at GenealogyBank
GenealogyBank is one of the leading providers of digitized newspapers, and they’ve recently added new content for 152 newspaper titles from across 35 states including:
Here’s a short video about another historic newspaper resource (click for sound):
More New Newspaper Content at the British Newspaper Archive
One of my favorite websites, the British Newspaper Archive celebrated its 8th birthday this week (the Archive was launched on 29th November 2011) and also reached the milestone of 35 million searchable pages. Here’s ta brief overview of the 128,362 new pages recently added.
New title added:
Sporting Gazette
Updated:
Elgin Courant, and Morayshire Advertiser (Scotland, 1863-1905)
The Reading Evening Post
Wells Journal and the Bristol Timesand Mirror (West country area)
“Pre-Confirmation books, otherwise known as Childrens’ Books, were used to record the names of children who had not yet been confirmed into the Lutheran church. These records are extremely valuable as they record family groups and provide dates of birth and sometimes a place of birth as well. Death dates may also occasionally be included. Once the child became eligible for Communion, they were then recorded in the Communion books.
Pre-Confirmation books were organised by villages and then by farm and household.
This Collection
Users may find the following details for individuals found in the communion books (where available):
UPDATED: U.S., Social Security Death Index, 1935-2014
On November 14, 2019 changes were made to improve the performance of this collection, so if you’ve ever searched it and not found what you were looking for, it might be worth another try. Note: no new records were added.
On May 20 Ancestry added 1,388,625 new records to this collection.
Marriage Records
“This database contains both images of and indexes extracted from various records of marriages in Washington.
Marriage records can offer a wide range of details. While the indexes in this database may provide the basic facts surrounding a wedding—bride, groom, date, and place—images of marriage certificates may also include additional information such as
addresses
ages
race
birthplaces
occupations
marital status (single, divorced)
whether a first marriage
fathers’ names and birthplaces
mothers’ names, maiden names, and birthplaces
This database does not contain an image for every document included in the index.”
We’ve got our fingers crossed that you are able to unearth some new genealogy gems from these new updates. If you do, please leave a comment and let us know, and then share this post with your friends.
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.
