I don't doubt that I am saying it wrong!
I did find a reference to jumpering the two (but it is only mentioned in a section that deals with an outdoor temperature sensor and a Fossil Fuel Option as backup heat.) Being in Florida, these are things we simply don't have (the outdoor temperature sensor is just so that the system will automatically lock out the compressor when the temperature drops below the "balance point" -- right?
On some of the diagrams though, I did notice that the leads from X2 and W1 were apparently "jumpered" away from the actual thermostat (presumably the diagram was representing the wiring that all seems to meet in a "control panel" of sorts on the air handler) ... the diagram I had been using shows some sort of switch between the connections at the other end of the X2 and W1 leads. It is FIG 9 on p 4 of the PDF at HERE
which is listed as "Typical hookup of single-stage heat pump with auxiliary/backup heat (2H/1C heat pump)."
The issue at hand was that digram shows connections for 7 wires/terminals (after you discount the 2 connections for the outdoor temp sensor I don't have) ... and I only have the 6 leads I mentioned at the outset. With the extra lead being either W1 or X2!