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unclaimed property in Pennsylvania
I am working taxes and the person has informed me they received $55,000 unclaimed property from the state of PA. It is a result of charles schwab turning their investments over to the state. I am trying to confirm what type of account it was, regular investments or and roth IRA. I can't imagine this is fully taxable but I have no idea where to start. Any advice? Thank you Beth
‎June 22, 2019
6:29 AM