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.
Native American genealogy research follows the same path that all good genealogy research does, but it also includes some unique records along the way. It’s a fascinating journey, and in Elevenses with Lisa episode 76 professional genealogist Judy Nimer Muhn (Lineage Journeys) joins Lisa Louise Cooke to pave the way. Judy will discuss:
Tribal and personal naming conventions
Tribal-specific resources
How geography impacts research
Native American genealogical records
and more…
Episode 76 Show Notes
Native American genealogy research follows the same path that all good genealogy research does, but it also includes some unique records along the way. It’s a fascinating journey, and in Elevenses with Lisa episode 76 professional genealogist Judy Nimer Muhn (Lineage Journeys) joins Lisa Louise Cooke to pave the way. Judy will discuss:
From the Article: “Native people were largely excluded from the federal census until at least 1860.”
Native American Research at FamilySearch Wiki
National Archives
Article by James P. Collins called Native Americans in the Census, 1860-1890 which will help you understand what you may be able to find during that time period.
Here you’ll find many resources including newspapers, photos and reports to congress and oral histories.
Judy found materials deep within the Library of Congress website using Googling strategies from my book The Genealogist’s Google Toolbox available exclusively at the Genealogy Gems Store.
Three ways to watch: 1. Video Player (Live) – Watch live at the appointed time in the video player on the show notes page. 2. On YouTube (Live) – Click the Watch on YouTube button to watch live at the appointed time at the Genealogy Gems YouTube channel. Log into YouTube with your free Google account to participate in the live chat. 3. Video Player above (Replay) – Available immediately after the live premiere and chat.
New at Ancestry.com are Boston Catholic records, thanks to a partnership with the New EnglandHistorical Genealogical Society. Also new this week are big updates for the Big Apple with lots of new and updated collections for New York. Additional new collections for the United States, Australia, and New Zealand are highlighted this week.
Boston Catholic Records Now at Ancestry.com
Ancestry and New England Historic Genealogical Society (NEHGS) have collaborated to make Roman Catholic Archdiocese of Boston Records now available on Ancestry.com. This unique collection includes approximately 10 million names from Massachusetts Catholic records from the late 1700s to the early 1900s.
“The detailed documents in this collection are a critical resource for researchers, historians, and genealogists, especially when secular records are spotty or lost,” said Brenton Simons, President and CEO of the New England Historic Genealogical Society. The records within the bound volumes contain several sacraments of the Catholic Church, including baptism, confirmation, holy communion, marriage, holy orders, and the anointing of the sick.
Big Updates for New York
You can search a free index of New York City marriages, 1908-1929, at Internet Archive, thanks to a “Reclaim the Records” initiative. This is an index to an important set of records originally kept by the New York City Clerk’s Office: “the 1908-1929 application, affidavit, and license for a marriage, a…three-page document that is generally dated a few weeks before the actual marriage took place.” MyHeritage has also just added the New York City Marriage License Index 1908-1929.
You’re likely to spot some famous folks like Humphrey Bogart in this NYC Marriage License Index at MyHeritage!
Also new at Findmypast is an Image Browse collection of New York State Religious Records 1716-1914. The New York Genealogical and Biographical Society transcribed and published religious records of baptisms, marriages, and deaths from dozens of New York State churches of various denominations.
Back over at MyHeritage is a collection of New York Newspapers, 1806-2007 with nearly 2 million pages from various cities and towns throughout the state. Lastly, the Troy Irish Genealogy Society has published Transcriptions from the St. Agnes Cemetery Tombstones in Menands, NY. From the description: “The inscriptions are overwhelmingly of Irish immigrants to the Capital District Region. While some inscriptions merely say “Ireland” a large number are more specific and identify the County in Ireland along with the name of the town and the name of the Parish.”
Additional United States Collections
Illinois. The State of Illinois has repaired and digitized 57 maps that the Illinois National Guard used during World War I. According to the description, “the maps feature the guard’s 33rd division, which was the only distinctly Illinois division that saw active service during the war in France.”
North Carolina. The State Archives of North Carolina has announced the launch of the Brimley Collection Online. Named for Herbert Hutchinson Brimley, the first leader of The North Carolina State Museum of Natural History, this collection of photographs from the late 19th and mid-20th century include people both common and renowned, scenes of cities and towns, rural landscapes and farms, agricultural activities and products, industrial concerns, and more.
Arkansas. More than 200 issues of the Commonwealth College Fortnightly are now searchable online. This newspaper ran from 1926 to 1938 and this digital collection provides a complete record of activity at Arkansas’ historic radical labor school.
Australia & New Zealand Databases
You have to love records that include photographs! Ancestry.com has a new collection for Queensland, Australia, World War I Soldier Portraits, 1914-1918. This unique collection comes from portraits taken at the soldier’s camp at Enoggera, Queensland and published in The Queenslander newspaper until the end of the war in 1918.
A newly digitized archive for New South Wales is now available online. Prisoners in Pictures details the stories of nearly 50,000 prisoners incarcerated in New South Wales between 1870 and 1930. The prisoner stories are told through photography, text, an online catalog, and short films with interviews from archivists such as the one below:
https://youtu.be/QJmBRdEmXS0
In New Zealand, the Victoria University of Wellington has released a database of 12,000 imperial soldiers who fought in the New Zealand Land Wars of the 1860s. From the description: “The database provides searchable public access to the names, regiments, and dates of service of soldiers who fought in New Zealand. It is the first installment of what will grow into a larger publicly accessible resource.”
Whether you’re going to RootsTech next week or not, at some point in your genealogical research you’ll want to use the Family History Library (FHL). The FHL, located in Salt Lake City, Utah, USA, has 6.875 billion historical records on microfilm, which contain an estimated 20.6 billion names. That’s a lot of ancestors!
The FHL and its sponsor organization, FamilySearch International, are busy digitizing and indexing all those records, but it’s going to take some time. And some of those records may never be digitized because of publication rights limitations or other issues. So you should know how to access all those great microfilms!
Yesterday I republished Episode 16 of the original Family History: Genealogy Made Easy podcast. It features a great interview with Margery Bell on using the Family History Library. The show notes have updated tips on using the online catalog. Click here for some must-have tips on preparing for your visit. You’ll get a lot more out of your limited time in the library if you know exactly what information you’re looking for and where you’re going to look for it!
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.
