bal4469
Returning Member

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