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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Click here to view several recent Friday records posts and see what new records have appeared online lately!
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Lisa Louise Cooke uses and recommends RootsMagic family history software. From within RootsMagic, you can search historical records on FamilySearch.org, Findmypast.com and MyHeritage.com.
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MAILBOX: MILITARY DRAFT REGISTRATIONS
Click hereto read about finding military draft registrations
INTERVIEW: JIM BEIDLER ON PENNSYLVANIA RESEARCH QUESTION
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I recently read Lisa Louise Cooke’s 3rd edition of The Genealogist’s Google Toolbox. I use Google every day and this book has so many helpful new search tips! But I was skeptical about her chapter on finding your family history on YouTube. So skeptical that I immediately opened YouTube to prove her wrong. Can you guess how this ends?
Following one of her tips, I entered an ancestral hometown and state and the word “history.” The fourth search result made my mouth drop open:
This is a 1937 newsreel showing my husband’s great-grandfather, Andrew O’Hotnicky, driving his fire truck with his dog Chief! Though Andrew’s not named, I can prove it’s him. He was the driver at the Olyphant Hose Co #2 during this time. Photos of him match the driver’s face. I have stories and a newspaper clipping about his dog, Chief. A distant relative watched the newsreel and confirmed his identity–and said a young man riding on the side of the truck was Andrew’s son Bill.
My father-in-law buy medication for dogs never knew his grandfather Andrew, who died before he was born. Imagine how thrilled he was to watch that newsreel! I was just as thrilled to find it. I’ve spent years researching Andrew’s family.
Only by following Lisa’s suggestions in the new edition of The Genealogist’s Google Toolbox, 3rd Editiondid I make my best family history find EVER!
My own tip: search YouTube for relatives you already know something about. That way you will recognize them (from pictures or stories) when you see them. A lot of old footage won’t have names with it. I had to know who I was looking at. Once you find something, tag it with your relative’s name. You never know who will connect with you that way (check out the comments section in the above video)!
What can you learn about YOUR family history on YouTube or anywhere in the Google world? Learn how to search widely, deeply and effectively online in The Genealogist’s Google Toolbox.
Ancestry.com is packed with all kinds of mostly-undiscovered genealogical treasures, and some of them you’ll never find from a search box.
Here, expert Nancy Hendrickson shares some favorite treasures, tips for finding those treasures, and helpful reminders for improving your genealogy research.
(We provide links for your convenience to the various online resources and some may be affiliate links for which we receive compensation at no additional expense to you. Thank you for your support.)
Ancestry.com is a “genealogy giant:” one of the four biggest global records resources. Whether you subscribe or have free access through your local library or Family History Center, you should not miss exploring this website for your family history.
Ancestry is also a financial investment. If you’ve been using the site for quite a while, you may be wondering if you are really getting all you can out of it’s vast genealogical record collections and many research tools.
Nancy Henrickson, author of the Unofficial Ancestry.com Workbook
4 Tips for Using Ancestry.com More Effectively
1. Verify what you learn.
Any single record can be wrong, incomplete, or misread by you or by the person how indexed it. Double check the assertions made in the record by looking for that same information in additional sources. Be careful to make sure your sources weren’t getting their information from the same person or place. Otherwise, they’ll naturally say the same thing!
Nobody wants to discover conflicting information, of course. But you do want to know if something is inaccurate before it leads you down a wrong research path.
The best thing about verifying facts in additional sources is that sometimes you find NEW or BETTER information such as:
parents’ names,
a middle name that proves key to someone’s identity,
or a burial place.
For example, let’s say you find an ancestor’s death date in the Social Security Death Index. While it’s a great source, don’t stop there!
Like any record, the SSDI is sometimes wrong and the information it contains is definitely limited. Use the Ancestry.com Card Catalog to see what records about death may be on the site for that time and place. You’ll find the CardCatalog under Search in the main menu.
Ancestry Card Catalog
Use the filters on the left side to drill down to death records for the location you want. Remember that records collections have been created on a specific geographical level: try local, regional (such as state or province) as well as national levels.
Using the Card Catalog search filters
2. Don’t just repeat what other people’s trees say.
Seeing the same information over and over can provide a false sense of accuracy. Remember, just because seven different online trees name the same parents for one of your ancestors doesn’t mean those are the correct parents. Those Ancestry users may all be misquoting the same wrong source without actually verifying the information!
You often come across likely matches in others’ trees when you review Ancestry’s automated “leaf” hints, or when you run a general search on a name. When you do, it’s simply an indication that the tree may be worth exploring. Here’s an example:
Exploring Ancestry Hints
Let’s take a closer look at this example.
The purple arrows: You can see that multiple pieces of very specific information are the same on your tree and another one.
The red arrow: You see sources attached to that person’s profile, such as the news article thumbnail image. (Note the difference with the record shown below, with just an empty profile image.) Yes, you will definitely want to review that news article!
The blue arrow:In addition to either of the above, you also see specific information that is unknown to you.
This tree profile looks promising enough you might naturally consider reviewing the tree hint and attaching it to yours. But then you wouldn’t be able to see the news article or other sources attached to that tree.
Instead, click the checkbox and then click the name of the tree to look at it and its attached sources:
Select the tree to review it more closely.
Then you’ll be able to check out the news article along with the other sources and records attached to this person’s profile. You won’t just see what that person thinks about your common ancestor – you’ll see evidence of why she thinks it.
3. Ancestry.com has more than indexed historical documents.
Nancy reminds us that “Ancestry.com is a fantastic resource for old maps, stories, photos, published county histories, and more. For example, looking at the old maps in their collections can reveal the true nature of an ancestor’s daily life, hardships, travels, and more. And your chance of finding early American ancestors is high in county histories: there were fewer people and early settlers were talked about, even if the family wasn’t wealthy or prominent.”
Here are some of Nancy’s favorite collections at Ancestry:
This collection includes nearly 7 million records extracted from about 1,200 county and land ownership maps from across the country. These are indexed by property owners’ names.
According to the collection description, “They also indicate township and county boundaries and can include photos of county officers, landholders, and some buildings and homes.”
Example: Shenandoah Counties, Virginia – included in U.S., Indexed County Land Ownership Maps, 1860-1918
This is a browse-only collection of “more than 2,200 volumes of county and regional histories from California, Illinois, Indiana, Michigan, New York, Ohio, Pennsylvania, and Wisconsin.
An Illustrated Historical Atlas of Manitowoc County, Wisconsin, 1878 in the U.S., County and Regional Histories and Atlases, 1804-1984 collection
In them you’ll find history, biographical sketches, maps, business notices, statistics and population numbers, pictures, descriptions of industry and business, stories of early settlement and pioneers, colleges and universities, military history, geography, and plenty of other details.”
Reminder: you can’t search this database by an ancestor’s name. Instead, look for places, and then start reading.
A collection of maps and atlases detailing land areas that comprise the present-day United States and Canada, as well as various other parts of the world. It contains a variety of maps and atlases created for different scopes and purposes, including land ownership atlases and bird’s-eye view maps.
Warrant Plan Records in the Historic Land Ownership and Reference Atlases, 1507-2000 Collection at Ancestry
Land ownership atlases usually show the names of contemporary owners or occupants of land and structures.
Some of the maps depict countries and wider geographical areas, while others depict counties, cities, towns, and smaller geographical areas.
4. Expand your search to the other Ancestry resources on the Web
Ancestry owns a lot of other web resources. Search these too!
Nancy says, “They include Find A Grave, Fold3, and RootsWeb, one of the oldest online genealogy communities around. Don’t give up! Keep looking in other places for the information you want to find.”
Find A Grave
Search results from Ancestry.com do include Find A Grave entries. Many of these contain additional information about the deceased and links to their relatives. As always, be sure to confirm the information you find here.
Fold3
Fold3 is home to millions of U.S. military records. Ancestry.com subscribers can upgrade their subscription to include Fold3 access, or you can subscribe separately.
RootsWeb
RootsWeb is a free and long-lived family history web resource, now hosted by Ancestry.
“The primary purpose and function of RootsWeb.com is to connect people so that they can help each other and share genealogical research,” says the site. “Most resources on RootsWeb.com are designed to facilitate such connections.” You can use RootsWeb in a variety of ways: search it, contribute records, upload your family tree, post your family surnames on a board others can see, and more.
Ancestry has changed one of the ways RootsWeb users have traditionally connected: Mailing Lists. According to the website:
“Beginning March 2nd, 2020 the Mailing Lists functionality on RootsWeb will be discontinued. Users will no longer be able to send outgoing emails or accept incoming emails. Additionally, administration tools will no longer be available to list administrators and mailing lists will be put into an archival state. Administrators may save the email addresses in their list prior to March 2nd. After that, mailing list archives will remain available and searchable on RootsWeb. As an alternative to RootsWeb Mailing Lists, Ancestry message boards are a great option to network with others in the genealogy community. Message boards are available for free with an Ancestry registered account.”
Learn More about Using Ancestry
Nancy Hendrickson’s Book
Nancy shares many more Ancestry tips and treasures in her Unofficial Ancestry.com Workbook. To get the most out of this book read the section on using the Ancestry.com Catalog. Nancy does 95% of her research in the catalog. The workbook is divided into topics, such as military records, so choose a chapter that fits your current goals. It’s also important to not just read the workbook, but also do the exercises. They teach you Nancy’s thought processes for how she finds specific answers or approaches certain types of problems. Then you can apply the same concepts to your own research. Don’t miss the chapter on social history. That’s where you’ll dig into everyday life. And finally, take advantage of the forms that are included. They will help you log your findings and analyze what you’ve learned.
Genealogy Gems Article
Browse-only collections at Ancestry and other genealogy websites are sometimes viewed as inaccessible, but they are actually a hidden treasure. Click here to read How to Find and Browse Unindexed Records at Ancestry – The Better Browsing Checklist. In this article you’ll learn how to access these browse-only collections at Ancestry and expand your family history research.
Read this article by Lisa Louise Cooke at Genealogy Gems
Every Friday, we blog about new genealogy records online. Do any of the collections below relate to your family history? This week seems to be all about U.S. records: newspapers, military and railroad employees.
U.S. NAVY SURVIVORS. A new collection with nearly 2 million records from case files of Navy approved pension applications (1861-1910) is now searchable on Fold3. These include Civil War survivors and later Navy veterans.
U.S. NEWSPAPERS. Over 450 historical newspaper titles for all 50 states (1730-1900) have been added to GenealogyBank. Over 160 of the papers date to the 1700s. Notable are an Ohio (Northwest Territory) paper from 1795, a New Orleans paper from 1803 and a Detroit paper from 1817.
PENNSYLVANIA NEWSPAPERS. Notable recent additions at Newspapers.com include nearly 400,000 pages of the Wilkes-Barre Record (1881-1949PA) and over 400,000 pages of the Standard-Speaker (1961-2000, Hazleton, PA).
U.S. RAILROAD RECORDS. Ancestry subscribers can access the Chicago and North Western Railroad Employment Records, 1935-1970. The line passed through Wisconsin, Minnesota, SD, Iowa and Nebraska. The collection includes Social Security numbers (born before 1912) and applications (with parents’ names), birth and death date, residences and occupational details.
Google search tip: Though no longer actively digitizing and indexing newspapers, Google News Archive can help you locate online content for specific newspapers. Click here to access its alphabetical listing of newspapers. You can also enter keyword-searches in the search box on that webpage for all the newspapers listed here. There’s an entire chapter on the Google News Archive and what it can still do for us in The Genealogist’s Google Toolbox by Lisa Louise Cooke, fully revised and updated in 2015.
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.
