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.
Podcast Listener Joan wrote me recently: “I get to spend a day at the National Archives. What should I do to prepare to take full advantage of the visit? I checked their website, but it was not as helpful as I hoped. Any suggestions?”
While this first resource is from the National Archives in the UK, it’s applicable to archives in other countries as well. Check out their video series called Quick Animated Guide.
Another good approach is to search for presentations on archive visits using Google. By conducting a ‘file type search’ in Google you can uncover presentations posted on the Web that are geared to doing research at the National Archives.
I conducted the following search in Google: .ppt national archives research and came up with a Powerpoint presentation called Beginning Your Genealogical Researchat the National Archives which comes from the US National Archives website. When you click the link above you’ll be prompted to RUN the presentation, and I found that it detected Powerpoint on my computer and opened the presentation in my Powerpoint program.
This little genealogy search gem can come in quite handy. Sometimes you know exactly what kind of file or document you are looking for online. By searching for the keywords of the subject and then adding .ppt (the file extension for Powerpoint presentations) Google will pull up only Powerpoint presentations that include those keywords.
You may not be able to get out to genealogy conferences very often, but some creative searching may bring up presentations that cover topics that interest you right from your home computer. That’s a little gem you need to add to your search toolbox for sure! For more search gems check out my book The Genealogist’s Google Toolbox.
Available in the Genealogy Gems Store
And finally, when it comes to preparing for and making a trip to an archive or library Margery Bell of the Family History Centers offered some great ideas for preparing for a research trip, regardless of whether it is to the National Archives or the Family History Library. The interviews are episode 17, 18 & 19 in the Family History: Genealogy Made Easy podcast.
Great question Joan and have a wonderful time! Happy hunting everyone!
The Genealogy Gems Podcast is the leading genealogy and family history show. Launched in 2007, the show is hosted by genealogy author, keynote presenter, and video producer Lisa Louise Cooke. The podcast can be found in all major podcasting directories, or download the exclusive Genealogy Gems Podcast app to listen to all the episodes and receive bonus content.
We are celebrating the 10th anniversary of the Genealogy Gems app. We blazed a new trail back in 2010 when we launched the app – apps were still really new back then. I loved the idea of having a way to deliver exclusive bonus content to you as well as the audio, the show notes and best of all an easy way for you to contact me and the show.
It’s more popular than ever, and as far as I know we are still the only genealogy podcast app available. If you haven’t already downloaded it just search for Genealogy Gems in Google Play or Apple’s App Store, or get the right app for your phone or tablet here.
In this episode I have two interviews for you on very different subjects. First up will be a follow up to last month’s episode where we focused specifically on the New York Public Library Photographers’ Identities Catalog.
Well, in this episode we’re going to talk to the genealogy reference librarian at the New York Public Library, Andy McCarthy. And as you’ll hear, there are a massive amount of resource available there for genealogists everywhere.
Then we’ll switch gears to Scandinavian genealogy with David Fryxell, author of the new book The Family Tree Scandinavian Genealogy Guide: How to Trace Your Ancestors in Denmark, Sweden and Norway.
GEM: The New York Public Library’s Milstein Division of United States
History, Local History & Genealogy with Reference Librarian Andy McCarthy.
The NYPL is one of the largest public genealogical collections in the country. They have a “wide-angle” approach to providing reference materials for local and US History.
The Top Resources at The New York Public Library
#1 The reference librarians.
Email them at history@nypl.org Ask questions, prepare for your visit.
#2 The online catalog:
Click here to visit the New York Public Library’s Online Catalog.
While they subscribe to many genealogy databases, they don’t host many. Use the catalog to determine what’s available, and what to ask for. See if what you’re looking for exists. Pay close attention to subject headings to identify resources.
#3 The Digital Collections
Click here to visit the Digital Collections at the New York Public Library.
City Directory Collection up to 1933.
Manhattan is the largest and is coming soon. This collection was only available previously on microfilm. It is a browse-only collection (not keyword searchable)
The 1940 Phone Directory is online.
Sanborn Fire Insurance Map collection is digitized and online.
The Map Wharper which is a crowd-sourcing project providing for historic map overlays, and super zooming in views.
Offline Materials:
They also have a massive collection available in house of books, pamphlets, newspapers, etc. There are research and photo copying services available.
#4 Research Guides online
Click here to view the New York Public Library’s research guides.
Before you go:
Definitely reach out before you go.
Provide them with specific questions and they can help you identify what to focus on while you’re there.
Visit the Milstein home page. They also have many public classes. Check to see what will be available during your visit.
One of Andy’s Favorites Collections
The Photographic Views of NYC Collection. Arranged by cross streets
David is an award-winning author, editor, speaker and publishing consultant. He founded Family Tree Magazine, the nation’s leading genealogy publication. As a writing expert, he wrote the Nonfiction column for Writer’s Digest magazine for more than a decade and served as director of the famous Maui Writer’s Retreat. He has authored countless articles for Family Tree Magazine, and is also the author of additional books including Good Old Days, My Ass and MicroHistory: Ideas and inventions that made the modern world.
Author David Fryxell
Here’s a brief outline of my Q&A with David Fryxell on his new book and Scandinavian genealogy research:
Question:
To understand the ties between the Scandinavian countries, and why countries like Finland and Iceland aren’t included, we have to learn about the cultures and languages, right?
Answer:
Scandinavian countries are really tied by language. And at one point all the countries were united. Borders change. The records reflect these various changes.
Question:
What’s the timeline of Scandinavian immigration?
Answer:
The First Wave, 1825–1860
The Second Wave, 1865–1880
The Third Wave, 1880–1924
Question:
What value do you think DNA testing provides, and what should we keep in mind if we do test?
Answer:
DNA results are most helpful to find other relatives who may be able to assist in your research.
Question:
Let’s say we know we’ve identified the ancestor who immigrated. What else do we need to know before we can jump the pond and start digging into Scandinavian records?
Answer:
In the case of Scandinavian ancestors, you may not have to find the U.S. passenger records. They have excellent passenger departure records.
Question:
Tell us about the census in Scandinavia. Is it consistent among all three countries?
Answer:
Norway and Denmark have good census records. You can find them at:
They are increasingly searchable, and much like our census records in the U.S.
Sweden doesn’t really have useful census records. But they have Household Inventory records in church books. They were recorded every year. Turn to websites such as ArchivDigital, and Ancestry.com.
Question:
Let’s dig into the records. Where do you recommend we start?
Answer:
Church records are key. (Vital Records, census, vaccination, etc.) Also Military, Land and Tax.
Question:
I love that chapter 16 is called What to do when you get stuck! Give us an example of a common area where researchers get stuck and one of your favorite strategies for unsticking them.
Answer:
Get familiar with and pay close attention to patronymic naming conventions where a man’s name is typically based on the given name of their father.
Monday, January 13th. Today is the anniversary of the first radio broadcast to the public. It took place 110 years ago in New York City, engineered by Lee deForest, a radio pioneer and inventor of the electron tube.
The 1910 broadcast wasn’t made from a purpose-built radio studio, but from the Metropolitan Opera house. DeForest broadcast the voices of Enrico Caruso and other opera singers. A small but impressed audience throughout the city gathered around special receivers to listen with headphones.
Today, 95 percent of American households have at least one radio.
One-hundred ten years after deForest’s lonely effort, some 5,400 radio stations employ about 92,000 people.
I’ll be speaking at this conference in Tel Aviv, Israel on October 25 & 26, 2020. Read more here.
RootsTech 2020
I’ll be presenting 4 sessions and look forward to visiting with you at the Genealogy Gems booth at the front of the exhibit hall. Get all the details here.
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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.
