I think so.
OLDER POST (modified)
Box 1. Add up all of mortgage interest paid on mortgages. So add up amounts on all 1098 forms and enter.
Box 2. Enter outstanding mortgage balance at beginning of year 1/1/2020 TT. You said your balance is below $750, 000 (you said NO) so your interest deduction isn't limited ..
Box 3. Date of original mortgage ordination date on property, that is, date of first loan on property. So 2018 date.
Box 10 on 1098 or your Real Estates tax bill: Add up all real estate taxes paid and enter in Property (real state) taxes paid box. On TT interest screen or enter through next TT window “Property Taxes”
so basically add up both interest paid and real estate taxes paid and enter as one 1098 in TT. I personally named the Mortgage Lender as a combined name (e.g. Citibank and Wells Fargo mortgages)
Where it asks if refinance I would say yes.
When asks about points I would put in 3500 and 30 years and it will give you a deduction of $117, which is off by $5 if used exactly 11.5 months. I would really worry about, but I didn't look your override. And over 30 years you will not over deduct.
Post again if more questions. As you are $750,000 TT should accept and enter the combined interest and real estate taxes paid as full deductible and transfer to Schedule A
