Retirement tax questions

Yes Line 3 on Part 2, page 1 does combine the two.

I've done 709 returns for several years but never sure what to report so I've reported the full amount for prior years. Looks like a mistake but amounts are far below limits.

 

I have seen those YouTube videos and they are quite good. I'll study them further along with the other links on those screens.

If you haven't looked at the Puritas app for 2024, it's changed considerably. I assume it's because of the change to the Form 709 for 2024. Many pages are now in landscape mode with little detail.