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.

Genealogy Gems Podcast Episode 245 – Telling Your Family’s Story with Video

with Lisa Louise Cooke
September 2020

Don’t just gather genealogical information. Take the time to tell your ancestors’ stories!

Video is the perfect medium for sharing your family’s history. It captures the interest of the eyes and the ears.

In this episode my special guest is Kathy Nielsen. She’s a librarian from California who recently started creating videos. She’s going to walk you through the simple yet effective process she followed. Then I will share additional things to consider and strategies that you can use.

If you’re not interested in creating a video, that’s OK. Today’s episode will make you a better storyteller and will provide you with inspiring story examples by other genealogists.

Elevenses with Lisa Episode 14 – Creating Family History Story Videos

Watch the video and read the full show notes here.

Creating family history story videos

After listening to this episode, watch Elevenses with Lisa episode 16 How to Make a Video with Adobe Spark  to learn how to make videos quickly and easily for free.

Genealogy Gems Premium Members can download the handy PDF show notes for each of these Elevenses with Lisa episodes. Simply log into your membership, and then in the menu under “Video” click “Elevenses with Lisa.” Click the episode and scroll down to the Resources section of the show notes.

Genealogy Gems Premium Members can download the show notes PDF from the Resources section on that page.

Become a Genealogy Gems Premium eLearning Member

Premium Members have exclusive access to:

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Become a member here.

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Getting Your Family History Digitized

I use Larsen Digital and have been extremely pleased with the service and results. The folks at Larsen Digital have put together special and exclusive discounts for Genealogy Gems listeners and readers. Click here to learn more and receive exclusive discounts and coupon codes.

Genealogy Gems Podcast App

Don’t miss the Bonus audio for this episode. In the app, tap the gift box icon just under the media player. Get the app here

Sunday, September 27th. “The Irish philosopher and statesman Edmund Burke stated in 1790 that “People will not look forward to posterity who never look backward to their ancestors.” For those that do the looking forward, or those just idly curious about in their roots, today is Ancestor Appreciation Day. Census records play an important role in researching individual details, but the law mandates a 72 year wait for access. Annually, though, the Bureau’s American Community Survey compiles statistics for detailed ancestry or ethnic groups or populations in the nation. The largest reported ancestry is German, at over 41-million of our nearly 330-million population. The Irish of Edmund Burke come second, with nearly 31-million, or more than remain in Ireland itself.” Profile America

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Genealogy for Beginners: FREE Podcast Series

The FREE Family History: Genealogy Made Easy podcast series teaches genealogy for beginners with step-by-step, hands-on help at a friendly pace!

Genealogy for Beginners podcast family history

“Which podcast is best for beginning genealogists?” This question recently came from our reader and listener, Beverly.

It cued me to remind everyone about my FREE Family History: Genealogy Made Easy podcast! I created it for beginners to help them get started in a fun and easy way, and for more advanced researchers who want to brush up on their family history research skills in a step-by-step fashion.

Are you new to podcasts?

A podcast is like an online, on-demand radio show. You can listen whenever and wherever you want because they are recorded! Here’s a link to frequently asked questions about podcasts.

Get My Free Podcast – Perfect for Beginners!

To access the Family History: Genealogy Made Easy podcast:

1. Go to www.genealogygems.com

2. Hover your mouse over Podcast

3. Click on Family History: Genealogy Made Easy

4. Click the link for episode 1 entitled Getting Started (episodes are in numerical order.)

5. Click Play Now and then click the play button to listen on your computer.

6. You can also subscribe through iTunes here.

Get More Podcast Episodes, and Our App!

After you get started, enjoy the back episodes of the free Genealogy Gems Podcast for tons of additional ideas and strategies. The easiest way to listen is through the Genealogy Gems app available for Apple, Android and Windows.

More Gems: Genealogy for Beginners

We really want you to see Genealogy Gems as your guide through the fun and fascinating world of family history. That means in addition to our podcasts, we write loads of how-to articles just for you. To get instant access to all of our blog posts just right for beginners, click ARTICLES in the menu and select any article. On every article page there is a Categories menu. Click the down arrow, and click Beginner.  On your screen you will see all of our Beginner articles in chronological order starting with the most recent.

4 Beginning Genealogy Answers to Get You StartedFree Podcast

6 Sources That May Name Your Ancestors’ Parents

Try These Two Powerful Tools for Finding Genealogy Records Online: Google and FamilySearch Wiki

 

Genealogy Gems Podcast Episode 250

10 Surprising Things You Can Find at Google Books

You will find the complete show notes for the topic discussed in this episode at the Elevenses with Lisa show notes page here.  

Google Books is a free online catalog of over 25 million books, 10 million of which are digitized and searchable. While you would expect to find books at Google Books, you may be surprised to discover there it also includes many other types of published materials. In this episode I’ll explain how to find 10 of my favorite surprising items at Google Books. 

Click below to listen: 

Learn More About Google Books for Genealogy

My book includes everything you need to know about improving your Google searches in Google Books:

The Genealogist's Google Toolbox Third edition Lisa Louise Cooke

Available in the Genealogy Gems Store

Premium Video mentioned in this episode: Google Books, the Tool You Should Use Every Day. 

Genealogy Gems Premium Members Exclusive Download:

This audio from this episode comes from Elevenses with Lisa episode 30. Log into your membership and then click here to download the handy PDF show notes that compliment this podcast episode. 

Become a Genealogy Gems Premium Member

Premium Members have exclusive access to:

  • Video classes and downloadable handouts
  • The Genealogy Gems Premium Podcast
  • Elevenses with Lisa downloadable show notes PDF

Become a member here.

Genealogy Gems Podcast App

Don’t miss the Bonus audio for this episode. In the app, tap the gift box icon just under the media player. Get the app here

Get the Free Genealogy Gems Newsletter

The Genealogy Gems email newsletter is the best way to stay informed about what’s available with your Premium eLearning Membership. Sign up today here.

Get Unlimited Photo Enhancement and Colorization at MyHeritage

Get genealogy records and unlimited Enhanced and Colorized photos as a MyHeritage PremiumPlus or Complete Plan Subscriber. Click here to start a free trial.

Follow Lisa and Genealogy Gems on Social Media:

Podcast Resources

Download the episode mp3
Show Notes: The audio in this episode comes from Elevenses with Lisa Episode 30. Visit the show notes page here. 

 

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