Carl
Level 15

Get your taxes done using TurboTax

Basically, tell your CPA you want a print out of everything with no exceptions. You'll want all calculation forms and worksheets that show the money flow. If your return is complex you can expect the printout to be well over a hundred pages. I myself have W-2 income, self-employement income and I own a few rental properties. My printout every year is about 180-200 pages.  To save time see if they can provide you a PDF file with everything in it. But I still suggest you print it out for your records, as there's no such thing as "lasting forever" when it comes to electronic storage media. You can also expect to pay a small fee for this too.

Also, it will not be possible to "import" anything from a CPA provided in an electronic file. In your first year of using TurboTax, you'll have to enter "everything" manually, one keystroke at a time.