“The past is a source of knowledge, and the future is a source of hope. Love of the past implies faith in the future.”

–Stephen Ambrose (1936-2002; American historian and biographer. The quote is from his Undaunted Courage: Meriwether Lewis, Thomas Jefferson, and the Opening of the American West, 1996).

No doubt you’ve heard me own up to the sad reality that I am a packrat. I keep everything. Letters and all other forms of personal correspondence including holiday cards. (Scattered here and there; some loose, some bundled). Canceled checks. Remember ye olden days? (Scattered here and there; some loose, some bundled–the canceled checks, silly, not ye olden days, though they’re certainly scattered and shattered to smithereens, sometimes for the better.) Emails going back to forever. (Scattered on flash drives by and large; some printed; both courtesy of my good friend of longest standing with whom I have exchanged more than 23,000 emails since we first met. She’s hoping that if our virtual world disappears after our real world does, someone might be guilted into keeping the printed emails as proof that once upon a time we were.) Tax returns. (Organized by year, as I recall, in two filing cabinets–one in my office; the other, in a teeny-tiny space, with slanting ceiling parallel to the slant of the descending stairs above.)

I have held on to all of these treasures in the full belief that by now I’d be unrich and unfamous and that the tax returns, emails, canceled checks, and letters/correspondence/cards would be helpful to the unbiographer who isn’t with me working on the unbiography that they’re not writing.

Now, however, I confess that more than once, I’ve been tempted to toss it all into the fire as of no worth, but I dare not do so until I review it all carefully. Since I keep everything, who knows what other valuables I might have tossed into a folder knowing that the best way to hide anything is in plain sight, but over time, I forgot what I put where.

However, with Federal Tax Day upon us, what better time than now to scrutinize all of my tax returns going all the way back to 1969. My God! I must be deranged to have kept all those tax records, especially since the IRS has no such requirement. I don’t think it does, at any rate. Let me check. BRB. Okay. Here’s what the IRS says:

“1. Keep records for 3 years if situations (4), (5), and (6) below do not apply to you.
“2. Keep records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return.
“3. Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction.
“4. Keep records for 6 years if you do not report income that you should report, and it is more than 25% of the gross income shown on your return.
“5. Keep records indefinitely if you do not file a return.
“6. Keep records indefinitely if you file a fraudulent return.” [Emphasis supplied. Leave it to the IRS to take us from the ridiculous to the sublime. Let me make it perfectly clear right here, right now: I kept all of my returns and not one–no, not one–is fraudulent. Wouldn’t that be stupid. I mean to file a fraudulent return and keep a copy of it on file. “Excuse me, your honor. Right here in Exhibit A is proof that my tax return for 19– is fraudulent. I’m so glad that I kept a copy so that I could have my day in court and prove my point, your Honor. A fine plus five years? But, your Honor, I kept all of my records. Don’t they count for anything?]
“7. Keep employment tax records for at least 4 years after the date that the tax becomes due or is paid, whichever is later.”

OMG! I have no idea what any of the preceding means. Maybe I never did. Maybe that’s why I kept all these damned documents all these years.All I know is this. Right now, I’m so dizzy that I’m about to faint. Excuse me for a sec while I chant. You’re dizzy, too? I understand. Let’s do it together:

● Let’s close our eyes.
● Now, let’s take a handful of deep, calming breaths.
● Let each exhalation be a “letting go” of any tension or worry.
● Let’s take a slow, deep breath.
● On the out-breath, let’s chant the single word: “Ohhhhhhhmmmmmmm.”
● Let’s repeat again and again and again until we can no longer say IRS.

Ahhhh. I’m feeling much better now, and I’m enjoying my desired Ohhhhhhhhhhmmmmm outcome. In fact, my tongue is tingling so much that I couldn’t say IRS if all of my unfraudulent tax returns depended on it.

Thank you so much for chanting with me. To reward you, I’m going to give you a rare treat, probably never heard of before in all the annals of blogging. I’m going to review all of my tax records and treat this post exactly as a producer would treat a reality TV show. You know, where ordinary people do extraordinary things, like argue over who forgot to buy the milk or dramatically flip a pancake for the camera. My words will be my mic and my camera, and what you read will be me, live, unscripted, minute by minute, as I open tax folders that have not been opened in decades, and it all unfolds right here on my Mountain top in Virginia’s Shenandoah Valley: ordinary me going through my ordinary,  real-life tax files, hoping for your sake and mine that I find something extraordinarily extraordinary, but whatever I find you’re going to get it: the good, the bad, and the whatever. (But not all. Some things must be left to the imagination. Just sayin’.)

Hot dayumm! Is this exciting or what? Shall we start? Are you ready? Yes? Me, too! Let us go then. You and I. A lifetime of tax returns awaits us.

OMG! I can’t believe it! I opened the file cabinet drawer in the closet beneath the stairs, and the folders are arranged in perfect alphabetical order, just as I knew they would be. I see a folder with a typed label: INCOME TAXES. I am surprised, doubly. First, this folder is thick, about an inch or so. Second, unlike the other tax folders, the label on this one does not specify a year. I am intrigued. I have no idea–absolutely no idea–what’s inside this generic, non-date-specific folder.

Good God! I know that I’m a packrat, but I didn’t know that I’m apparently a moron, too. It’s no wonder this folder is so thick. I kept not only my tax returns but also the instruction booklets. But hold on here just a minute. Maybe I’m not a moron after all. I wonder, Dear Reader, whether you have an original IRS instructional booklet from the 1960s? Do you? Be honest! I bet you don’t. I’ll bet the IRS doesn’t. I’ll bet that even the Library of Congress doesn’t. I just did a quick review of all of my tax folders. It appears that I have the original instruction booklet for each year since I first filed taxes. I have an entire “run.” I’m betting that these booklets are worth a fortune. I see a golden future ahead of me. Soon and very soon, I’ll be featured on Antiques Road Show.

Now, I’m really wired, but I can’t continue. For now, I must cease and desist. I have some shopping to do. It’s clear to me that these moronic tax folders of mine deserve the White Glove treatment.

I’m back from shopping. But here’s the thing. In reality, sometimes we don’t get what we think we deserve, and sometimes, historically significant tax folders don’t get what I’d like to think that they deserve, either. I couldn’t find any white cotton gloves that would fit me, and I’m not about to slip on latex.

So here I am, perusing these tax folders with my bare hands. Actually, I love being able to feel the texture of the paper. Papers do differ, you know. The instructional booklet paper is thin, lightweight, and porous. The tax return paper, on the other hand, is a little thicker, heavier, and smoother, intended to be kept, perhaps indefinitely for anyone who might have filed a fraudulent tax return.

At this point, I’m so glad that you’re reading me rather than watching me on reality TV.  I don’t think crimson is quite my color, and yet my blush right now is even deeper. This is so embarrassing, but since I promised to reveal all, I shall. Bear with me.

Down through the years, and even at the start of this post, I’ve told anyone and everyone–even rank strangers–that I had kept all of my tax returns going back to 1969. Looking back, I wonder why I thought those files started then. Undoubtedly, it’s because 1969 was when I began my 25-year career at the Library of Congress. But what I discovered in the one-inch folder that I’m exploring now is that I actually filed my first return in 1967, two years earlier than I remembered.

Guess what else I discovered? Apparently, I didn’t keep a copy of my 1967 tax return. I have to confess the same for my 1968, 1969, and 1970 returns. Goodness. This is far more embarrassing than I ever dreamt that it would be!

Oh. Don’t worry. I have copies of those returns that I had forgotten about! Here’s why and how I got them. For tax year 1971, I used the Five-Year Income Average method. However, since I hadn’t kept the prior four years, I had to write the IRS and request copies! I have a copy of my original request. It’s a handwritten, carbon copy on onion skin paper. A few months later, I sent the IRS a follow-up request. It’s a typed carbon copy, again on onion skin. I guess I thought that a typed letter might result in the requested action that my handwritten request had not achieved. It did. My copies arrived, I filed my return, and here I am, looking at them nearly six decades later.

No doubt, you’re wondering about my taxable income for those years. I promised bare reality, so here goes:

● 1967: $1,604 (Student)
● 1968: $404 (Student)
● 1969: $2,932 (MARC Editor)
● 1970: $7,838 (MARC Editor)
● 1971: $9,002 (Library Editor)

Now you know.

I have to say that as I looked at my tax records, I wasn’t focusing at all on income. Instead, I was focusing on the memories that washed over me as I looked.

Take, for example, my 1967 return. By today’s standard, $1,604 isn’t much, but it was a small fortune for me as a sophomore at Alderson-Broaddus University. The income, though, is totally eclipsed by the work experience that gave me my earning opportunity. As an undergraduate, I was required to have two off-campus experiences. I could have opted for the university’s educational programs in Switzerland or Mexico. Instead, for my first one, I decided to orchestrate my own internship experience that would let me live for a few months in our Nation’s Capital. Looking back, I’m not certain how that notion found its way into my head. Further, I’m not certain how I ever came up with the idea of an internship with Senator Robert Byrd (D-WV).

But I did both, and of this, I am certain. With unwavering determination, once I had lined up my internship with Senator Byrd, I knew that I’d be moving to DC and that I had to have somewhere to live. Looking back, I am surprised by my ingenuity and my boldness. Equipped only with DC Yellow Pages and a rotary telephone and undaunted by the challenge, I found myself an apartment at McClean Gardens in northwest DC, right off of Wisconsin Avenue and just a few blocks from the Washington Cathedral, St. Albans School for Boys, Sidwell Friends School, and the Washington Ballet. In my mind, an apartment near those landmarks meant one thing: I’d be discovering city life while living in a safe neighborhood. Then, armed with courage, I further surprised myself when I packed up my bags, got a one-way Greyhound ticket from Philippi (WV) to DC. When I arrived late at night, I took a metro bus from downtown out to my McClean Gardens apartment. For three glorious spring months, amidst the bloom of new beginnings, I enjoyed living in the shadow of the Washington Cathedral and working in the hallowed halls of Senate Office Buildings, House Office Buildings, and the U.S. Capitol.

Or what about my 1969 return. Again, the taxable income of $2,932 is anything but impressive. But I will always remember that summer, that fall, and the opportunities that allowed me to earn that income.

The summer months found me immersed in my second internship in DC, at the former Department of Health, Education, and Welfare, Division of the Two-Year College. It was an extraordinary transformative opportunity that shaped my perspective on education and the world, but amidst the whirlwind of learning, one moment stands out above all others: the historic July 20 Moon Landing. I vividly recall the anticipation and excitement as my fraternity brother and I, sharing a modest apartment in Capitol Heights, MD–just across the DC line–resolved to witness this monumental event. Strapped for cash and lacking a television, Tim and I scrounged together enough change to afford a single beer each at a local bar on nearby Marlboro Pike, nursing it patiently through the evening until American astronauts Neil Armstrong and Edwin “Buzz” Aldrin made history by setting foot on the lunar surface. Armstrong’s immortal words, “That’s one small step for man, one giant leap for mankind,” reverberated through the air, etching themselves into the annals of human achievement and forever echoing in my mind.

The fall months, starting in September, found me beaming with pride when I was my appointed to a position at the Library of Congress as a MARC Editor. (Yes. I was appointed, not hired. Yes. It was a position, not a job.) I gave up my apartment in Capitol Heights, I sold my Chevrolet Bel Air, and I moved into an apartment at 200 C Street, SE–now Capitol Hill Hotel–a block away from the Library of Congress. Days found me as an Editor in the John Adams Building, at that time known as the Library Annex. Evenings found me as a Reader/Researcher in the Library’s Main Reading Room of the Thomas Jefferson Building, where the grandeur of its architecture served as a backdrop to my dreams. As I immersed myself in the serene ambiance of the Main Reading Room, I couldn’t help but be captivated by the intricate architectural details. The soaring ceiling, adorned with elaborate frescoes and intricate carvings, seemed to reach towards the heavens, instilling within me a sense of awe and wonder. As I wandered through the upper-level alcoves, tracing my fingers along the spines of ancient tomes, I found solace in timeless beauty.

I could continue looking at my 1971 Five-Year Income Average tax return, and I could share with you other memories from those early years. Then, I could keep right on going with all of the subsequent tax returns that I have held on to down through the years, along with their counterparts: the emails, the canceled checks, and the various forms of personal correspondence.

However, just by examining one small section of one thick tax folder, I’ve unearthed a treasure trove of significance. These tax files, meticulously kept over my lifetime, hold a value far beyond what I initially anticipated. They serve as far more than just financial records; they are windows into the chapters of my life. Each line item, each deduction, anchors me to specific moments and places, serving as poignant reminders of my journey—where I’ve been, who I’ve become, and the person I continue to evolve into.

As I reflect on the journey through my tax records, I realize that these seemingly mundane documents hold far more than financial data. Through the haze of numbers and figures, I glimpse moments of triumph, of uncertainty, and of growth. In these records, I unearth not just financial transactions but the very essence of my existence, woven into the fabric of time itself.

In preserving these records, I’ve safeguarded not just financial history, but personal narratives. They serve as markers of my evolution, from the eager college student navigating the halls of power in Washington, D.C., to the budding professional finding my footing in the corridors of the Library of Congress.

Each tax year returns a story, not just of income earned or taxes paid, but of experiences, challenges, and aspirations that shaped me. They are reminders of the resilience and resourcefulness that carried me through moments of courage, doubt, and uncertainty.

Taxing though we may be, let’s give a shoutout to the packrats, the keepers of memories, the custodians of personal history. May we never underestimate the value of our archives, for within them lies the essence of who we are, where we’ve been, and the dreams that propel us forward.

As I close these tax folders–Just for now, mind you; I will open them again moving forward–I do so with a newfound appreciation for the richness they contain. In the end, it’s not just about the numbers, but the stories they tell, and the legacy they leave behind. I’ve discovered treasures far beyond what I ever imagined. I am grateful for the journey they’ve allowed me to relive and the memories they’ve helped me preserve and hold tight.

Dear Reader–whoever you are and wherever you are–may your own archives be a source of inspiration and reflection to you, too, reminding you of the moments that define you and the dreams that fuel your journey. May your own journey through personal records echo the profound discovery and appreciation that mine has evoked, reminding you of the richness of your own narrative.