There is the $1,500 threshold, but also the “interest in, or signature authority over, a financial account in a foreign country…” official filing requirement for Schedule B (here). My thinking was that this applied to your situation, so Schedule B was officially called for (with a statement added if more space was necessary, but not for redundant info that already fits on Schedule B and the 1040X). The other agent (Mary) recommended a statement, and that would work fine too, as long as you give the IRS the info (and the tax due, of course!).
@cathiexu, I admire your attention to detail, but I hope you’re not stressing-out about all of this. You’re obviously going to great lengths to fulfill your tax obligations, so I’m thinking the IRS likes you too!
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