Independent form guide. BrieflyGo is not affiliated with or endorsed by IRS, USCIS, SSA, DOL, or any U.S. government agency. Official forms are sourced from public government websites.
Official form guide
Form 14364: Continuing Education Program Evaluation
Internal Revenue Service Form 14364 is the Continuing Education Program Evaluation used by continuing education providers to gather feedback on programs they delivered, including provider name, program details, completion dates, participant name, and ratings on seven criteria.
Need help with Form 14364?
Open it in the AI Editor for field guidance, checks, and PDF export.
Need help? AI Editor guides you through every field of Form 14364.
Start filling →Form Overview
IRS Form 14364 - Continuing Education Program Evaluation
Internal Revenue Service Form 14364 is the Continuing Education Program Evaluation used by continuing education providers to gather feedback on programs they delivered, including provider name, program details, completion dates, participant name, and ratings on seven criteria.
Risk Radar
Scan points- 1Leaving any of the seven evaluation questions unanswered.
- 2Omitting the full name of the continuing‑education provider in the designated field.
- 3Failing to enter the IRS‑issued program number for the evaluated program.
- 4Leaving the date(s) the program was completed blank.
- 5Not providing a rating (1‑5 or NA) for one or more of the seven evaluation questions.
Plain English
Form 14364 collects information about a completed continuing‑education program and asks the provider to rate the program on seven questions. The provider also can add comments about strengths and areas for improvement. The form helps the IRS evaluate the quality of its CE offerings.
Submission Date
- Filing date: 2013-08-06 00:00:00
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
AI co-pilot
Fill it faster. Catch mistakes before you file.
What this form is for
- Use this form when a continuing education provider needs to evaluate a program it delivered.
- Do not use it when an evaluation is not required or when gathering unrelated tax information.
- Check Form 14364 instead when the provider prefers an electronic survey rather than the paper evaluation.
Form selector
Use this form or another form?
Program evaluation required for IRS compliance
Ensures feedback is recorded for continuing education provider requirements
✓ Confirm the form revision date is August 2013
Provider wants to retain records of program feedback
Records may be needed for future audits under 31 C.F.R. part 10
✓ Verify the OMB number 1545‑1726 is present
Submitting voluntary program feedback to the IRS
Demonstrates compliance with 26 U.S.C. § 7801 and § 7803
✓ Ensure all seven questions are answered or marked NA
Deadline or filing window
Not stated in the official source.
Checklist
What you need before filling it out
Full name of CE Provider
Provider's legal business name · Listed on the provider's registration documents
Program name
Title of the continuing education program · Program materials or brochure
IRS issued Program number
Official IRS program identification number · IRS award letter or certification
Date(s) program was completed
Calendar dates when the program ended · Attendance records or certificates
Question 1 rating (learning objectives met)
Numeric grade 1‑5 or NA · Evaluator's assessment
Before you submit
- 1Confirm the Catalog Number and revision (Rev. 8‑2013) are correct
- 2Enter the full name of the CE Provider
- 3Provide the exact program name as delivered
- 4Record the IRS issued program number
- 5Enter the date(s) the program was completed
- 6Assign a grade 1‑5 or NA for each of the seven evaluation questions
- 7Add any comments on program strengths and improvement areas
- 8Verify the OMB Number 1545‑1726 appears on the form
- 9Retain a copy of the completed form for your records
How to file this form
- 1Complete all required fields on Form 14364
- 2Review each answer for accuracy and completeness
- 3Sign the form if a signature line is present
- 4Submit the form to the IRS using the designated method
- 5File a copy of the submitted form for your records
Known limitations
- 1The evaluation is voluntary; you may choose not to provide information. (Form p.1)
- 2Failure to provide all or part of the information will not affect you. (Form p.1)
- 3You are not required to provide the information unless the form displays a valid OMB control number; this form includes OMB Number 1545-1726. (Form p.1)
- 4If a question is not applicable, select NA. (Form p.1)
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
Almost done reviewing the fields?
Fillable formOpen in Editor->The form is Revision August 2013 (Rev. 8‑2013). The source does not indicate a newer edition or describe any changes.
What changed or needs a fresh check
- Edition date — confirm the revision reads August 2013 (Rev. 8‑2013)
- Fee — Not stated in the official source
- Mailing address — Not stated in the official source
- Signature — Not stated in the official source
Quick Facts
Downloads
After you file
- 1Retain the completed form and any related records as long as they may become material in the administration of any Internal Revenue law. (Form p.1)
- 2Keep a copy of the submitted evaluation for your records.
Sources
- SRCForm p.1 — Catalog Number 59126Z Form 14364 (Rev. 8-2013)
- SRCForm p.1 — OMB Number 1545-1726
- SRCForm p.1 — Providing this information is voluntary
- SRCForm p.1 — Failure to provide all or part of the information will not affect you
- SRCForm p.1 — Books or records must be retained as long as their contents may become material in the administration of any Internal Revenue law
- SRCForm p.1 — Estimated average time to complete is 15 minutes
- SRCForm p.1 — If the question is not applicable, select NA
Common confusion points
Do I have to fill out the participant name?
The field is labeled optional, which can be overlooked.
→ Verify that the participant name field is marked optional on the form.
What does NA mean?
Instructions allow NA for non‑applicable questions, but users may think it is a grade.
→ Select NA only when a question truly does not apply.
Is this form mandatory?
The form deals with program evaluation, not a tax filing requirement.
→ Confirm that providing the evaluation is voluntary and will not affect you.
Where do I send the completed form?
The form does not include submission instructions.
→ Check with the continuing education provider for the proper submission method.
How long should I keep the completed form?
Retention rules are mentioned but not a specific time frame.
→ Retain the form for as long as it may become material to any Internal Revenue law.
What OMB number is required?
The form references an OMB control number, which may be confusing.
→ Ensure the form displays OMB Number 1545-1726 before filing.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Form 14364 – Continuing Education Program Evaluation
Questions about IRS Form 14364
What is IRS Form 14364 used for?
Form 14364 collects information about a completed continuing‑education program and asks the provider to rate the program on seven questions. The provider also can add comments about strengths and areas for improvement. The form helps the IRS evaluate the quality of its CE offerings.
What information does IRS Form 14364 require?
Form 14364 gathers the full name of the CE provider, the program name, IRS‑issued program number, the dates the program was completed, an optional participant name, answers to seven evaluation questions (rated 1‑5 or NA), and any additional comments.
How do I complete IRS Form 14364?
Complete the form by entering the CE provider’s full name, program name, IRS‑issued program number, and the dates the program was completed. Optionally add the participant’s name. Answer each of the seven evaluation questions using a 1‑to‑5 scale or select NA, then supply any comments. Submit the completed form as directed by the IRS.
What happens if IRS Form 14364 is filed incorrectly?
Providing the information is voluntary, and the source states that failure to provide all or part of the information will not affect you, so there is no penalty for errors.
Do I have to fill out the participant name?
The field is labeled optional, which can be overlooked. Verify that the participant name field is marked optional on the form.
What does NA mean?
Instructions allow NA for non‑applicable questions, but users may think it is a grade. Select NA only when a question truly does not apply.
Is this form mandatory?
The form deals with program evaluation, not a tax filing requirement. Confirm that providing the evaluation is voluntary and will not affect you.
Where do I send the completed form?
The form does not include submission instructions. Check with the continuing education provider for the proper submission method.
Source transparency
Copyright & Licensing - US Government Forms
BrieflyGo links to and explains official public form sources. We are not a government agency, and this page is for general form guidance, not legal advice.
Understand the agreement before you sign it.
Review risky clauses in plain English, fix the document, and keep it moving toward signature.